TSMC to Intel: You Will Fail at Onshoring
April 22, 2022
I read “TSMC Head Says Drive to Onshore Chip Supply Chain Is Unrealistic.” Okay, the TSMC wizard used the word unrealistic. In bureaucratic PR speak I interpret the unrealistic as the phrase, “You will fail and waste money and time.”
The cited article reported that the TSMC wizard suggested that the flood of chip commitments is a result of “double booking.” The cause of the supply chain chip problems is — wait for it — Covid. The other factor is that China and Washington officials are not planning cruises with one another and their significant others.
A bummer for TSMC is that it has to figure out who will really buy chips and who is placing orders just to on the safe side.
Intel fail? Wow, Debbie Downer talk from a quasi monopolist.
Stephen E Arnold, April 22, 2022