Whitehall squabbling continues to stall the UK's eagerly anticipated chips policy
"We undershipped in Q3, we undershipped in Q4," Su told investors
In context: Gamers have been lamenting about the high prices of graphics cards for what seems like forever. We all got excited when crypto mining became obsolete, just knowing that we were finally going to see prices come down, but for the most part, they haven't. The latest GPUs are still out of reach for the average consumer, and even older cards are holding their value.
Revenue was up, but not as much as analysts expected
Companies are hoping this will subside by the end of 2023
Another step towards technological self-sufficiency
There is no simple answer, but we think there are a few factors that really stand out...
The big picture: By now, we are all familiar with the fact that TSMC is, by far, the most capable semiconductor manufacturer in the world, with all the entails for the industry and geopolitics. And as this reality sets in, many people have been asking us how did they get so good?
China is losing access to critical US-made technology
Chinese newspaper claims the US "tricked" TSMC into building Arizona fabs, is stealing tech from "our Taiwan"
The US is compared to a bull in a China shop
In context: Samsung will use its most advanced manufacturing process to make chips for four well-known technology companies. The race to overtake TSMC as the world's largest chip foundry is on, while geopolitical conflicts are tearing the old economic balance apart.
China is slowing down its processors to comply with US sanctions, Nvidia unveils less-powerful chip for the same reason
Nvidia's A800 is an alternative to the A100 for Chinese customers
How the mighty have fallen
Every few years new processors with ever-higher demands for energy are launched. Is 250W for a CPU too high? Should any GPU need 450W? Let's peel off the heatsinks to look at the truth behind power numbers.
TSMC is caught between the US, Taiwan, and China
You get what you pay for
TL;DR: Sanctions against Russia mean the country now looks to the Chinese gray market for its semiconductor imports, but there's a problem: 40% of them are defective. That marks a 1,900% increase in their failure rate over the last few months.
US restrictions played a part
In context: TSMC is one of the largest processor manufacturers in the world, creating chips and wafers for many companies, including AMD, Nvidia, and Apple. As one of TSMC's biggest customers, Apple was not happy following an announcement that TSMC would increase prices in 2023.
The big picture: Intel has ambitions to create a foundry business by manufacturing chips for other companies. This is an important strategic initiative that the company will need to recoup the massive investment it is now making in fabs around the world.
Too many chips, not enough demand