Or is it all already 'priced in' at current prices?
Apple managed to cut down the initial shipment of iPhone 14 chips by around 10%. AMD, on the other hand, revised its orders for 7nm and 6nm wafers, reportedly lowering the amounts by around 20,000. This applies to shipments in the fourth quarter of 2022 and in the first quarter of 2023. However, AMD hasn’t changed its order for 5nm wafers intended for PCs and servers.
Nvidia seems to be in a sticky spot compared to the other two tech giants. It made prepayments to TSMC to secure their 5nm wafers for the upcoming RTX 4000-series of graphics cards. Now, facing a drastic drop in consumer demand, Nvidia tried to alter its order — but according to DigiTimes, TSMC wouldn’t budge. The companies came to an agreement where the first shipments will be delayed by one quarter, but Nvidia is now supposed to find replacement customers for TSMC’s vacated production capacity.
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