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Semiconductor Glut Hitting Already?

Daniel Nenni

Admin
Staff member
An unconfirmed report is running around suggesting TSMC will take a hit next quarter due to high customer inventory levels and now it's a full media event:

TSMC's two major customers named by foreign investors cut orders and estimate that Q4 revenue will only increase by 5% quarterly

U.S. foreign companies pointed out that MediaTek is cutting TSMC’s 7nm 5G SoC orders; in addition, Apple is cutting orders for A14 processors, mainly for 5nm chips used in the iPhone 12. U.S. foreign companies estimate TSMC’s fourth quarter operations. The close was only 5% quarter-on-quarter, which was lower than market estimates.

TSMC Faces Order Cutback From Major 5nm and 7nm Customers – Report
Amidst a tussle between investment banks for its gross margins, the Taiwan Semiconductor Manufacturing Company (TSMC) might be bracing for an order reduction later this year.

Of course, this has happened before:

No cutback in customer orders, says TSMC chairman
 
Last edited:

Jumper

New member
An unconfirmed report is running around suggesting TSMC will take a hit next quarter due to high customer inventory levels and now it's a full media event:

TSMC's two major customers named by foreign investors cut orders and estimate that Q4 revenue will only increase by 5% quarterly

U.S. foreign companies pointed out that MediaTek is cutting TSMC’s 7nm 5G SoC orders; in addition, Apple is cutting orders for A14 processors, mainly for 5nm chips used in the iPhone 12. U.S. foreign companies estimate TSMC’s fourth quarter operations. The close was only 5% quarter-on-quarter, which was lower than market estimates.

TSMC Faces Order Cutback From Major 5nm and 7nm Customers – Report
Amidst a tussle between investment banks for its gross margins, the Taiwan Semiconductor Manufacturing Company (TSMC) might be bracing for an order reduction later this year.

Of course, this has happened before:

No cutback in customer orders, says TSMC chairman
AMD and Apple will happily swallow any redundant capacity so TSMC revenue won't be hit very severely.
 

Daniel Nenni

Admin
Staff member
AMD and Apple will happily swallow any redundant capacity so TSMC revenue won't be hit very severely.

Plus as we read previously from the same media sources TSMC is raising prices 20%. Maybe that's why orders are being cut? Or maybe the media has it all wrong, which would be my bet.
 
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