According to reports, TSMC recently has rarely seen three major customers adjust orders at the same time. Rumors that the annual revenue target will be revised down at the performance briefing to be held in mid-July have emerged, indicating that Apple, AMD, and NVIDIA The market performance in half a year is no longer as optimistic as it was at the beginning of the year. The report also pointed out that after the vigorous development of the previous two years, the global semiconductor industry has turned sharply this year. The demand for consumer electronics such as mobile phones, PCs, and tablets has fallen faster than expected, and the inventory of semiconductors and electronic supply chains has risen rapidly. Single tides also spread rapidly. Due to the coldness of the mobile phone and PC markets, Apple has reduced the target shipments of new phones by 10%, AMD has greatly reduced orders for the 7/6nm process due to the increasingly sluggish PC market, and Nvidia is even more hopeful due to the fading of the mining boom. Delayed delivery by a quarter. Let’s first take a look at why the chip market was in short supply at the beginning. The first is the impact of the epidemic in early 2020, which led to the shutdown of all walks of life for a period of time. The most direct impact is the lack of production capacity caused by the total shutdown. Since then, the serious consequences of the spread of the epidemic have made people more and more aware of the importance of working from home. The 2020 and 2021 PC market surprises .
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