with the pandemic finished interest in electronic devices It has decreased. This includes new televisions, laptops, mobile devices, and PC components. This lack of interest has contributed inflation that has raised prices leaving less technology in the background necessary in many cases. According to we see in DigitimesThese are some reasons why TSMC customers now want to change their orders to reduce the quantity of wafers, among them are NVIDIA, Apple, or AMD.
AMD wants to reduce its orders for 6 and 7 nanometer wafers. Apple, which had estimated some 90 million of its iPhone 14s for launch, has reduced this amount by 10%. NVIDIA also wants reduce the amount of 5 nanometer wafers given the current market saturation. Vendors now have a strong stock of product and the second hand market is saturated due to the disinterest of the miners. TSMC will not allow to reduce the order, but it will delay the delivery for a few more months.
NVIDIA will use this 5 nanometer node for its new RTX 40 cards, a node it is already using for its Hopper H100 accelerators. NVIDIA is expected to launch these new Ada Lovelace-based graphics cards later this second quarter, where demand is not expected to be as strong as with the current NVIDIA RTX 30 generation. have decreased by up to 50% in the last 6 months.
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Juan Antonio Soto
I am a Computer Engineer and my specialty is automation and robotics. My passion for hardware began at the age of 14 when I gutted my first computer: a 386 DX 40 with 4MB of RAM and a 210MB hard drive. I continue to give free rein to my passion in the technical articles that I write in Geeknetic. I spend most of my free time playing video games, contemporary and retro, on the more than 20 consoles I have, in addition to the PC.
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