gigaxtreme1
2[H]4U
- Joined
- Oct 1, 2002
- Messages
- 3,577
Again, we are in a semiconductor super cycle and capacity is constrained. Alternatively, Apple is being a pig in their demands for fab capacity. Just another evil empire bent on world domination in their market. China is prevented from selling because of the embargo/tarrifs while their processes are maybe more suited to automotive needs. Global Foundries walked away from AMD total production and 7nm maybe because of older process demand making it less feasible to produce at a profit considering higher labor and supply costs in the USA. Lots of different factors involved.More like TSMC is greedy and is overselling capacity, but the jab at the auto industry is true about them being obsessed with lean processes.