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Chipmakers in China Report Reduced Demand and Lower Pricing | Gestalt IT Rundown: July 27, 2022
We've been talking about the shortage of integrated circuits and the race to build more production capacity for over a year, but maybe there's more to this story. News out of Taiwan suggests that production capacity for mature ICs is exceeding demand, and price reductions are coming. Companies like SMIC in mainland China and smaller firms there and in Taiwan are dropping prices over 10% as demand falls. Given that the CHIPS Act was just passed in the United States and companies are making huge investments around the world, what's happening here? This and more on this week's episode of the Rundown. Head to GestaltIT.com for show notes.
Time Stamps:
0:00 - Welcome to the Rundown
0:51 - NetApp Cloud Exec Departs for Palantir
4:31 - Meta Can't Spare a Second
8:05 - Micron NAND is All About Layers
11:22 - Rogers Spending Big to Clean Config Woes
14:57 - SK Group Wants to Go Big on Chips
19:04 - Chipmakers in China Report Reduced Demand and Lower Pricing
27:13 - The Weeks Ahead
28:47 - Thanks for Watching The Rundown
Follow our hosts on Social Media
Tom Hollingsworth: https://www.twitter.com/NetworkingNerd
Stephen Foskett: https://www.twitter.com/SFoskett
Follow Gestalt IT
Website: https://www.GestaltIT.com/
Twitter: https://www.twitter.com/GestaltIT
LinkedIn: https://www.linkedin.com/company/1789
View all episodes
By Tech Field Day
5
33 ratings
We've been talking about the shortage of integrated circuits and the race to build more production capacity for over a year, but maybe there's more to this story. News out of Taiwan suggests that production capacity for mature ICs is exceeding demand, and price reductions are coming. Companies like SMIC in mainland China and smaller firms there and in Taiwan are dropping prices over 10% as demand falls. Given that the CHIPS Act was just passed in the United States and companies are making huge investments around the world, what's happening here? This and more on this week's episode of the Rundown. Head to GestaltIT.com for show notes.
Time Stamps:
0:00 - Welcome to the Rundown
0:51 - NetApp Cloud Exec Departs for Palantir
4:31 - Meta Can't Spare a Second
8:05 - Micron NAND is All About Layers
11:22 - Rogers Spending Big to Clean Config Woes
14:57 - SK Group Wants to Go Big on Chips
19:04 - Chipmakers in China Report Reduced Demand and Lower Pricing
27:13 - The Weeks Ahead
28:47 - Thanks for Watching The Rundown
Follow our hosts on Social Media
Tom Hollingsworth: https://www.twitter.com/NetworkingNerd
Stephen Foskett: https://www.twitter.com/SFoskett
Follow Gestalt IT
Website: https://www.GestaltIT.com/
Twitter: https://www.twitter.com/GestaltIT
LinkedIn: https://www.linkedin.com/company/1789
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