| ▲ | TSMC is reportedly sold out until 2028(pcgamer.com) |
| 27 points by haunter 9 hours ago | 7 comments |
| |
|
| ▲ | tencentshill 9 hours ago | parent | next [-] |
| How flexible are those contracts? If a major customer decides to reduce their buildout, is it easy enough to release that capacity bak to the market? |
| |
| ▲ | choilive 8 hours ago | parent [-] | | Probably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips. | | |
| ▲ | 0cf8612b2e1e 8 hours ago | parent [-] | | Didn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action. |
|
|
|
| ▲ | kasabali 8 hours ago | parent | prev | next [-] |
| Damn, Rapidus couldn't come soon enough. |
| |
| ▲ | deadalus 5 hours ago | parent [-] | | Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors. | | |
| ▲ | dmitrygr 3 hours ago | parent [-] | | > Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors. Huh? Tenstorrent is a fabless Si company designing cores and does not complete with TSMC. Cerebras is a fabless joke, also not competing with TSMC. |
|
|
|
| ▲ | j45 8 hours ago | parent | prev [-] |
| Hopefully more production capacity comes online. |
