TSMC is reportedly sold out until 2028
32 points
1/21/1970
a day ago
by haunter
Comments
tencentshill
a day ago
choilive
Probably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
a day ago
0cf8612b2e1e
Didn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.
a day ago
kasabali
Damn, Rapidus couldn't come soon enough.
a day ago
deadalus
Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors.
a day ago
dmitrygr
> 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.
a day ago
j45
Hopefully more production capacity comes online.
a day ago
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?