In short: Nvidia, AMD and Apple are reported to be cutting back on their wafer orders from TSMC as people pay less attention to buying the latest electronic goods in light of rising global inflation. As for Team Green, they are also dealing with an overstock of RTX 3000-series cards and more ex-mining cards hitting the market, making the upcoming RTX 4000-series less attractive.

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According to the report DigiTimestranslated RetiredEngineerTSMC’s three main customers – Apple, Nvidia and AMD – plan to review their orders.

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The reassessment comes as we leave behind the pandemic era, when there was a boom in consumer electronics sales when people worked and played at home. The world is also facing an economic downturn driven by rising inflation and a war between Russia and Ukraine. Worldwide PC sales already slowed downand fewer people are rushing to buy the latest smartphones and TVs.

Some highlights of the report include the claim that mass production of the iPhone 14 has already begun, but the original 90 million shipment target has been cut by 10%; It is reported that the SoC A16 in the iPhone 14 will be stick to TSMC’s 5nm process technological node.

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Meanwhile, AMD has reportedly cut its 7/6nm wafer orders by about 20,000 overall for Q4 and Q1 2023. However, it is noted that orders for 5nm wafers for its PC and server equipment were not affected.

Nvidia has already paid up front to get 5nm power from TSMC. The company is expected to return to the Taiwanese giant for its RTX 4000 series after switching to Samsung for the consumer Ampere – it already uses TSMC for its series. 5nm bunker data center architecture. But with the glut of current generation cards, this trying to get rid ofminers sell their GPUs due to the cryptocurrency crashand rising inflation, Nvidia is facing lower demand and wants to cut 5nm orders.

TSMC doesn’t appear to be sympathetic to Nvidia’s plight and isn’t offering any concessions. The best it can do is delay shipments by one quarter or until the first quarter of 2023, which means Nvidia will find new customers for TSMC’s vacated production capacity.

h/t: Videocards