How long has everyone been vying to discuss the semiconductor crisis that erupted after the pandemic? Analysts foreshadowed almost a collapse, but less than two years later, the situation became the opposite. The world’s largest chip maker, TSMC, is reported to be drastically cutting orders in its own supply chains by 40-50%. Such an unexpected turn is explained by the fact that the largest customers of TSMC represented by Apple, Intel and 8 others (MediaTek, Nvidia, AMD) unexpectedly decided to cancel large shares of orders for 3nm chips. As a result, from the originally planned 44,000 3nm chips, the plan was reduced to 10,000 pieces (by 77%!).

In view of this, TSMC has already cut by 10% capital investments in the development of production. The situation is beginning to look like a crisis of overproduction, which may eventually lead to lower prices for gadget components. Well, the question of whether smartphone manufacturers will start to reduce prices, we will leave open for now and invite you to discuss in the comments.

© Vladimir Kovalev. mobile phone

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