32 points | by haunter a day ago ago
7 comments
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?
Probably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
Didn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.
Damn, Rapidus couldn't come soon enough.
Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors.
> 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.
Hopefully more production capacity comes online.
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?
Probably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
Didn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.
Damn, Rapidus couldn't come soon enough.
Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors.
> 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.
Hopefully more production capacity comes online.