… In all these measures, fabless customers would need to change their pricing/supply plans, creating a 'domino' effect within the AI supply chain. …
… But, before we dive into this, let's take a look at how TSMC plans to address the concerns around supply disruptions. …
… As time goes on, the impact of energy disruptions will gradually become apparent, and the market's focus has shifted from whether oil prices will break through $100 per barrel to whether the semiconductor industry can maintain its power and raw material supply. - Ctee The effects on Taiwan and Sout… …
… For now, the local government is confident in its ability to manage supply, but considering the severity of shortages, whether water or LNG, deepens, this could disrupt production, not just at TSMC's fabs, but also other players in the supply chain. …
… TSMC's Supply Network Has Created a Moat For Them In The Chip Industry, After Passing Them Through Stringent QC Tests The Taiwan chip giant has been known for its work in the semiconductor industry, not just in terms of the process technology it has brought into the market, but also how it has crea… …
… A report by Taiwan's UDN discusses how the Taiwan chip giant will address the influence of geopolitics on its operations, and whether supply chain 'turbulences' could affect its output numbers. …
… But South Korean memory companies have no plans to set up newer facilities in Japan, and SK hynix has even denied claims of having a DRAM supply chain in the region. …
… Read all comments on PC Vendors Race To Lock In CXMT DRAM Supply As Memory Orders Reportedly Stretch Through 2027
NVIDIA is reportedly exploring options to diversify its chip supply chain, and Intel Foundry is an optimistic choice for next-gen AI lineups at the moment. …
… Apart from supply chain constraints, IDC also says the ongoing Middle East conflict poses further problems for OEMs. …