Titanium Media App reported on July 1 that it was reported that TSMC rarely had three major customers adjust orders. At present, the mass production of Apple's iPhone 14 series has started, but the target of the first batch of 90 million units has been cut by 10%. In addition, AMD and Nvidia have indicated to TSMC that they have to adjust their order planning due to the sharp drop in PC market demand and the subsidence of the "mining" boom. Among them, AMD has reduced the fourth quarter of this year to the first in 2023 There were about 20,000 7/6 nanometer orders in the quarter, and Nvidia asked to delay and reduce orders in the first quarter. Due to the rapid decline in terminal demand, prolonged equipment delivery and insufficient labor, TSMC's new Kaohsiung plant may delay mass production until the end of 2024 or 2025.
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Related events
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