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TOKYO/SINGAPORE/AMSTERDAM, Sept 15 (Reuters) - Taiwan's TSMC (2330.TW) has told its major suppliers to delay the delivery of high-end chipmaking equipment, as the world's top contract chipmaker grows increasingly nervous about customer demand, two sources familiar with the matter said. Shares in TSMC suppliers including Dutch-based ASML (ASML.AS) declined following the Reuters report. The instruction by TSMC, which is grappling with delays at its $40 billion chip factory in Arizona, is aimed at controlling costs and reflects the company's growing caution about the outlook for demand, the sources said.
TSMC is not "grappling" with delays in AZ. Such drama...... There is just no hurry to build fabs that won't be fully utilized. I wonder when other foundries are going to start backing off building new fabs? TSMC has the broadest look at semiconductor demand so this is a bellwether moment right here.
