… Given that the entire world depends on chips from Taiwan, any emerging threat to industrial production will have a much larger impact on the AI industry. …
… However, now that AI has generated unprecedented demand, increasing production capacity is a process that could take years, if not longer. …
… The usual countermeasures expected from the likes of TSMC, Samsung, and SK hynix include optimizing production processes, limiting output, or raising prices to account for higher shipping costs. …
… Read all comments on TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy
…Talking about quarterly earnings, SMIC's co-CEO, Zhao Haijun, says that the ongoing memory supercycle has disrupted the supply chain, creating significant impacts on customers, particularly mobile and PC manufacturers. Related…
… More importantly, TSMC accounts for more than 10% of Taiwan's total electricity output, meaning any disruptions could have a profound effect on TSMC's semiconductor production lines. …
… Mainstream firms responsible for DRAM production, such as Samsung, SK hynix, and Micron, have shifted their focus towards HBM by converting existing production lines and scaling up process technology, which is currently at a 1c node. …
… But what happens when chip production is disrupted amid geopolitical tensions? …
… Interestingly, if you have put your hopes in NAND manufacturers increasing supply, well, there are no plans for now, considering that, with DRAM shortages, companies lik e Samsung and SK hynix are looking to reallocate production lines to NAND, driving up NAND contract prices to ultimately ensure m… …
… The M15X fab, dedicated to HBM production, is set to begin full-scale mass production next year. …