News AMD, Apple, and Nvidia Reportedly Cutting Back on TSMC 5nm Orders

[Admin]

Due to softening demand, AMD, Apple, and Nvidia are reportedly reducing orders for TSMC's 5nm wafers.

AMD, Apple, and Nvidia Reportedly Cutting Back on TSMC 5nm Orders : Read more

 

[daworstplaya]

Once again crypo ruins everything, causing under supply and then causing oversupply.

 

[Co BIY]

Maybe the pricing and timing on 3nm class is favorable ?

A bit more on TSMCs reaction and how the contracts general treat these reductions would be interesting

 

[shady28]

All the signs of recession are here. Orders being cut, inventory overhangs reported everywhere from Best Buy to Dick's Sporting Goods, Target, Kohls. Amazon reported they had too many employees and too many logistics centers. Prices are still being held artificially high but that won't last long. This is across many different sectors - used cars for example :

View: https://www.youtube.com/watch?v=763mM7C_nzs

 

[hannibal]

Easier to to keep next gen GPU prices higher and also prevent current gen prices not dropping below MSRP!
Good for company, good for share holders!

 

[cynan]

Where does the article state AMD is cutting 5nm wafer orders as implied by the headline? Is this purposefully misleading? Or just clickbait?

 

[TerryLaze]

Where does the article state AMD is cutting 5nm wafer orders as implied by the headline? Is this purposefully misleading? Or just clickbait?

Tom's made a separate article just about that.
https://forums.tomshardware.com/thr...eportedly-drop-in-2023.3768527/#post-22734057

 

[sizzling]

Easier to to keep next gen GPU prices higher and also prevent current gen prices not dropping below MSRP!
Good for company, good for share holders!

Keeping a high margin is only good if it doesn’t reduce volumes sufficiently to impact revenue targets. It’s normally a balance of a higher price that still attacks high volume sales.

 

[cynan]

Tom's made a separate article just about that.
https://forums.tomshardware.com/thr...eportedly-drop-in-2023.3768527/#post-22734057

Yeah, except that that article mentions nothing of AMD wafer orders specifically. It is just a summary of a financial analyst's (Northland) projections of retail computing product demand for 2023.

Almost seems like a misinfo campaign. As far as I am aware, there is no direct information that AMD cutting 5nm wafer orders, as, again, this article's headline implied.

 

[Alvar "Miles" Udell]

Bet nVidia is really loving having dropped $10 billion to pre-book 5nm.

Nvidia reportedly spent $10 billion for a chunk of TSMC's 5nm manufacturing capacity | TechSpot

 

[dalek1234]

Yeah, except that that article mentions nothing of AMD wafer orders specifically. It is just a summary of a financial analyst's (Northland) projections of retail computing product demand for 2023.

Almost seems like a misinfo campaign. As far as I am aware, there is no direct information that AMD cutting 5nm wafer orders, as, again, this article's headline implied.

That's TH for you.

Sound s like "bad news from Nvidia", that TH wants to somehow spin like it's "bad news" from AMD too; or typical click-bait like you said

 

[TerryLaze]

Yeah, except that that article mentions nothing of AMD wafer orders specifically. It is just a summary of a financial analyst's (Northland) projections of retail computing product demand for 2023.

Almost seems like a misinfo campaign. As far as I am aware, there is no direct information that AMD cutting 5nm wafer orders, as, again, this article's headline implied.

Well if interest in PCs and hardware goes down and AMD doesn't reduce output...how is that a good thing? AMD already got burned the last time crypto deflated and was caught with a huge supply of GPUs they couldn't move for a long time.
What would be the point in doing all of that over?
AMD being smart and adjusting their output to the market demand is a GOOD thing and not a bad thing.
https://www.techpowerup.com/253353/...unts-as-manufacturers-digest-unsold-inventory

 

[isofilm]

Even if these rumors of some top tier customers wanting to reduce "wafer orders" is true, TSMC's orders FAR EXCEED their capacity, so TSMC is unlikely to reduce revenue guidance when they release Q2 earnings next week (July 13, at 10:30 Pacific).

 

[drivinfast247]

I'll happily buy a new in box 3080ti for $600 from a store