A few days ago, we reported that TSMC experienced delays in the production of chips at 7 nm due to strong market demand. Apparently, this problem would also shift to its other nodes of 10, 12 and 16 nm.
The delay of 7 nm would be multiplied by 3, i.e. from 2 to 6 months. This news does not bode well for the various market players, in particular, AMD. But it could be worse. In fact, delivery times could also increase for other manufacturing processes.
TSMC may also have difficulties with its 10, 12 and 16 nm nodes
So we also talk about 10 nm, 12 nm and 16 nm with problems and delays, according to Digitimes sources. This means that the production of other brands may also be affected, and now we’re thinking of NVIDIA, which uses 12 nm for all its Turing chips manufactured by TSMC.
As a result, TSMC is at the peak of its production capacity and the global demand for semiconductors is constantly growing, putting different manufacturers and not just TSMC at risk, knowing that Intel is facing the same difficulties with its 14 nm process.
If this is true, then we are faced with another panorama of the lack of stocks and prices that will rise in the coming months, not only in the processor sector but also in the graphics card segment: How much more price increase? It is difficult to estimate at this time. We will keep you informed.