Over the past two years, when the COVID-19 epidemic hit the world, one of the components seen most difficult to find by device-making companies was a silicon chip, or even a processing chip. This makes companies like TSMC, Samsung, Micron and so on seen as the most valuable companies in the world.
Lastly it seems the luck of these companies, especially TSMC will change when it is reported that tech companies like Apple, AMD and NVIDIA will reportedly reduce the demand for these TSMC-manufactured chips for their latest products.
As is well known, TSMC is a processing chip manufacturing company that has a fairly well-known list of clients, as the names have said before. This is because TSMC is one of a small number of processing chip manufacturing companies with 5-7nm process technology in the world.
Apple reportedly will reduce production of their iPhone 14 devices from 90 million units by 10 percent, while AMD also wants to reduce production of processing chips that use 6 and 7nm processes, although for 5nm chips (Zen 4), production of those chips is still as requested on initially.
NVIDIA is seen to be in the most unique situation right now, because even though for several years now, people have had difficulty buying their graphics cards due to cryptocurrency miners, graphics cards are now seen again flooding the market due to the sharp fall in the value of the digital currency. .
Cryptocurrency miners are said to have started selling their graphics cards because it was no longer worth it to be hacked, and also to get back as much investment money as possible. This is said to drive a reduction in demand for NVIDIA GeForce RTX 4000 graphics cards which they will launch later this year.
This is also because for now, graphics cards such as NVIDIA GeForce RTX 3080, 3070 and so on are still seen as a series of very powerful graphics cards for the needs of today’s users.
This is also seen to prompt TSMC to review their total revenue for the year. Demand for the chips developed by the company is still very high, but since this reduction in demand is from their largest clients, it is still seen as a minor concern for them.