According to Reuters, TSMC has notified major suppliers including Dutch lithography machine manufacturer ASML to delay the postponement of high-end chips as it becomes increasingly uneasy about customer demand. Manufacturing equipment delivery.
Reuters stated that TSMC’s move was on the one hand to better control costs, and on the other hand to become increasingly cautious about future market demand. TSMC later responded to Reuters saying it would not comment on “market rumors.”
TSMC cited comments made by CEO Wei Zhejia in July that the weak economic situation and weak end-market demand have made customers more cautious and focused on controlling inventory.
Note: ASML CEO Peter Wennink said in an interview with Reuters last week that the delivery of the company’s high-end chip manufacturing equipment has been delayed, but did not name TSMC, but he believed this was just a “short-term management” issue.
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