General > General Technical Chat
How is Chipageddon affecting you?
Smokey:
--- Quote from: SiliconWizard on November 16, 2022, 09:41:03 pm ---0.7%, that isn't bad. :-DD
--- End quote ---
It is when the top 29 of that 187 are all over $300 each.
Ed.Kloonk:
--- Quote from: KE5FX on November 16, 2022, 09:07:16 pm ---Well, that can't be right, the Wall Street Journal says the shortage is over, and there is now a glut.
--- End quote ---
Can't you just be happy there's good news, finally?
;)
chickenHeadKnob:
--- Quote from: Ed.Kloonk on November 17, 2022, 10:55:56 am ---
--- Quote from: KE5FX on November 16, 2022, 09:07:16 pm ---Well, that can't be right, the Wall Street Journal says the shortage is over, and there is now a glut.
--- End quote ---
Can't you just be happy there's good news, finally?
;)
--- End quote ---
I am guessing you are referring to Micron cutting back wafer starts?
https://www.digitimes.com/news/a20221116VL211/capex-memory-chips-micron-technology.html
https://www.philstockworld.com/2022/11/16/micron-slides-after-cutting-wafer-starts-by-20-slashing-capex-drags-chipmakers-lower/
This could be interpreted as a bad sign. First boom and bust cycles in memory happen more often and are coupled to consumer electronics market demand and somewhat decoupled from boom and bust in logic. From what I can tell small geometry <14nm nodes production lines are not where there are still sustained shortages It seems that 40 to 130nm logic used in automotive/industrial is where the pain is.
Kasper:
Another $4 billion pumping the supply side. Also, Reuters is claiming a sharp slowdown in global chip demand.
--- Quote from: https://www.reuters.com/markets/deals/buffetts-berkshire-discloses-big-taiwan-semi-stake-2022-11-14/ ---Nov 14 (Reuters) - Berkshire Hathaway Inc (BRKa.N) said it bought more than $4.1 billion of stock in Taiwan Semiconductor Manufacturing (2330.TW), , a rare significant foray into the technology sector by billionaire Warren Buffett's conglomerate.
The news sent shares in TSMC soaring, closing up 7.9% in Taiwan on Tuesday, as it boosted investor sentiment for the world's largest contract chipmaker, which saw its shares hit a two-year low last month due to a sharp slowdown in global chip demand.
--- End quote ---
Smokey:
I just had a thought...
Because of shortages, designers are forced to use parts from smaller companies that are only in stock because no one wanted to use them before the shortages.
I wonder how many of those smaller companies will be able to capitalize on the sales/exposure boost and move up to middle or big guys themselves....
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