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TSMC is reportedly sold out until 2028 (pcgamer.com)
tencentshill 2 days ago [-]
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?
choilive 2 days ago [-]
Probably not that flexible without some big cancellation fee. It can take 4-6 months to go from bare wafer to packaged chips.
0cf8612b2e1e 2 days ago [-]
Didn’t car manufacturers cancel a bunch of contracts during covid? Only to immediately regret the action.
kasabali 2 days ago [-]
Damn, Rapidus couldn't come soon enough.
deadalus 2 days ago [-]
Terafab, Tenstorrent, SMIC and Cerebras Systems are a few more TSMC competitors.
dmitrygr 1 days ago [-]
> 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.

j45 2 days ago [-]
Hopefully more production capacity comes online.
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