TSMC Claims Some Companies are Sitting on Chip Inventories

[mastrdrver]

Whether this is a straight out lie (by TIME) or a misunderstanding of the situation I do not know. As the current media (all of it) seems to have problems when it comes to completely telling a story that is not sensational. Thus they either bury the lead for a sensational title, or completely leave out facts that would have made the story a non starter from the beginning.

But as they say, tabloids sell.

With that said, the problem with silicon shortage has to do with vehicle manufactures missing their predictions for vehicle supplies when COVID-19 started in early 2020. They (or their suppliers) negotiated lower allocations because they thought there was going to be a reduction in vehicle sales. When the opposite happened, they were already locked in to their deals and the other allocations were taken up by someone else. This is why it is taking a couple years to fix the problem because after all the current inventory was used, you not only need to refill said inventory, but also get even more to make the cars so the mistake that caused a problem for new sales one year, is going to keep causing problems for 2-3 years.

To further this point, as Intel said recently about a month or two ago, vehicle manufactures needed to get with the time with smaller processes and stop relying on the larger ones that have fewer silicon suppliers.

This Detroit Free Press (even though a loathsome news outlet) has more facts in it's reporting then the TIME article does: Everything you need to know about the chip shortage that's plaguing automakers

 

[lexluthermiester]

Whether this is a straight out lie (by TIME) or a misunderstanding of the situation I do not know. As the current media (all of it) seems to have problems when it comes to completely telling a story that is not sensational. Thus they either bury the lead for a sensational title, or completely leave out facts that would have made the story a non starter from the beginning.

But as they say, tabloids sell.

With that said, the problem with silicon shortage has to do with vehicle manufactures missing their predictions for vehicle supplies when COVID-19 started in early 2020. They (or their suppliers) negotiated lower allocations because they thought there was going to be a reduction in vehicle sales. When the opposite happened, they were already locked in to their deals and the other allocations were taken up by someone else. This is why it is taking a couple years to fix the problem because after all the current inventory was used, you not only need to refill said inventory, but also get even more to make the cars so the mistake that caused a problem for new sales one year, is going to keep causing problems for 2-3 years.

To further this point, as Intel said recently about a month or two ago, vehicle manufactures needed to get with the time with smaller processes and stop relying on the larger ones that have fewer silicon suppliers.

This Detroit Free Press (even though a loathsome news outlet) has more facts in it's reporting then the TIME article does: Everything you need to know about the chip shortage that's plaguing automakers

There are so many deeply flawed things stated in that comment... Time is one of the most well respected publishers on the planet for many good reasons, not the least of which is that they double and triple check their facts. Why did you bother with that statement?

 

[mastrdrver]

There are so many deeply flawed things stated in that comment... Time is one of the most well respected publishers on the planet for many good reasons, not the least of which is that they double and triple check their facts. Why did you bother with that statement?

Like how the NYT miss published how many children were in the hospital? Just another well respected publication missing the facts........and the checks.

TIME was a well respected publication. They double and triple check their facts about as often as a broken clock is correct on it's time.

I made the statement because their so called article is clickbait and sensational and has nothing to do with factual reporting and getting to the source of the problem. Never once in that article did they get to any point in which the title claims. At best it merely speculates on what could be happening. That is an opinion pieces, not news reporting.

 

[R-T-B]

Like all those people working and studying from home didn't have PCs before the pandemic. Yeah, right...

Most of the population doesn't post on forums like this. Many believed the PC was "dead" and had switched almost exclusively to mobile devices.

Unlike California which is a perpetual fire hazard, Alaska knows how to manage their forest. The same goes for our oil & gas.

Biden blocks drilling in ANWR, among his first acts as president

The decision came one day after the Trump administration issued oil and gas leases on the coastal plain of Alaska’s Arctic National Wildlife Refuge.

www.adn.com

It might also help that you are part of the arctic circle...

I don’t know where you get your news from but I’d say miners play a significant role.

I think what he's reffering to is when miners remind people that mining being gone would not remove the chip shortage on it's own, because pandemic. Which is a truth. No one is saying minings impact is truly "small," but that it is not alone.

larger ones that have fewer silicon suppliers.

Larger processes have far more suppliers, not vice versa.

Also, how many people did actually work from home? It only relates to 1. The IT sector, whose demand for PC parts has always been there - so no change there. 2. Teachers - they don't need high-end PCs for home-recorded lectures. 3. Office staff of other areas - same thing, any basic PC will do for them. I don't believe that none of these people had a computer or laptop at home before covid hit. Even if they really didn't, they never needed an RTX 3080 to send a few emails, or to make a conference call - especially not at scalper prices. I can count on one hand the number of people I personally know that actually worked in a home office during covid. Most of us weren't in that lucky position, as most of us aren't office workers.

Our family business had to transition completely to work from home during this pandemic. We also purchased machines for our employees rather than trusting their closet trash, doubt this is uncommon.

 

[Why_Me]

Most of the population doesn't post on forums like this. Many believed the PC was "dead" and had switched almost exclusively to mobile devices.


It might also help that you are part of the arctic circle...


I think what he's reffering to is when miners remind people that mining being gone would not remove the chip shortage on it's own, because pandemic. Which is a truth. No one is saying minings impact is truly "small," but that it is not alone.


Larger processes have far more suppliers, not vice versa.

What does part of Alaska being in Arctic Circle have to do with anything?

 

[R-T-B]

What does being part of Alaska being in Arctic Circle have to do with anything?

Fire risk is inherently lower in a cold climate.

 

[Why_Me]

Fire risk is inherently lower in a cold climate.

I was raised in a logging community in Washington state. Forest fires are much more apt to happen when you don't manage your forest properly and that includes undergrowth.

 

[R-T-B]

I was raised in a logging community in Washington state. Forest fires are much more apt to happen when you don't manage your forest properly and that includes undergrowth.

Let me guess, eastern washington? You know how dry it is there, and how the summers heat up. And thus the same applies.

If you still live here you also know how climate change is wrecking any decent effort we could make lately.

The fact of the matter is we have no idea how Alaska is doing in forest management because they live beyond where it is a real concern beyond preservation.

 

[lexluthermiester]

Like how the NYT miss published how many children were in the hospital? Just another well respected publication missing the facts........and the checks.

TIME was a well respected publication. They double and triple check their facts about as often as a broken clock is correct on it's time.

I made the statement because their so called article is clickbait and sensational and has nothing to do with factual reporting and getting to the source of the problem. Never once in that article did they get to any point in which the title claims. At best it merely speculates on what could be happening. That is an opinion pieces, not news reporting.

Interesting position to take given that your statement about a well respected news outlet is just an opinion in & of itself...

The difference between their "opinion" and your opinion about them is that they have journalistic MERIT. You do not.

We're not talking about CNN, The New York Post or The Washington Post who are known for shoveling BS. If we were discussing one of them, I would not disagree with you as your opinion would have plausability. Time is different. They are a class act, the staff of which strives for journalistic integrity. And you can not expect us to take you seriously without some supporting evidence..

So as the old saying goes: Prove up or...

What does part of Alaska being in Arctic Circle have to do with anything?

Because of...

Fire risk is inherently lower in a cold climate.

...this. Alaska, as you might be aware being a resident of said state, is located in the temp zone of Earth known as the permafrost zone. Forrest fires can and do happen, but quickly sputter out because of the very large deposits of water embedded in the topsoil of the Alaskan tundra. Fires start, permafrost melts and fires quickly burn out. Water has that effect on fire, which is why it is the primary fire-fighting element.

However, I digress as we're off-topic again..

 

[mastrdrver]

Interesting position to take given that your statement about a well respected news outlet is just an opinion in & of itself...

The difference between their "opinion" and your opinion about them is that they have journalistic MERIT. You do not.

We're not talking about CNN, The New York Post or The Washington Post who are known for shoveling BS. If we were discussing one of them, I would not disagree with you as your opinion would have plausability. Time is different. They are a class act, the staff of which strives for journalistic integrity. And you can not expect us to take you seriously without some supporting evidence..

So as the old saying goes: Prove up or...

I never said I was for or against those other media outlets listed. I said ALL media outlets lie.

For what it's worth, the NY Post is the oldest print newspaper in the US. It was started by Alexander Hamilton.

As for TIME and the NYT, these are not my opinions on these outlets. I've already talked about the NYT falsely reporting on the number of children in the hospital. That is a fact, and not opinion, on that matter. If you can not get something as simple as the number of children in the hospital right, how do you expect people to trust you on more important matters.

The TIME article, as to which this whole string of comments are on, is evidence unto itself as the article never gives you any proof or evidence of what the title of the piece claims. Who is holding up all these chips? TSMC never says and TIME never bothers to get to the bottom of it. The writer spends more time opining away about what the possibilities might be then actually getting out of the chair and chasing down the actual facts.

Your disapproval of what I have said lies not in the facts of the matter, but possibly because of bias opinions you have on the media outlets.

 

[lexluthermiester]

I said ALL media outlets lie.

Oh? I can read. So what you're saying is that the staff at TPU are liars too. Hmm..

So as the old saying goes: Prove up or...

Yup...

 

[R-T-B]

Oh great, more "the media is out to get us" nonsense. This makes me thankful I no longer work in that field, such little respect these days.

 

[mastrdrver]

Good job on trying to label people as extreme-ism than having a normal conversation about things.

This is why you can't see beyond your own biases. Until you can admit you're wrong, you'll never understand why people say these things.

 

[lexluthermiester]

Good job on trying to label people as extreme-ism than having a normal conversation about things.

Try to remember who started this(go find a mirror and look deeply into it). You directly called Time & TPU liars, and by implication you called me a liar. Got a two fingered salute for you..

This is why you can't see beyond your own biases. Until you can admit you're wrong, you'll never understand why people say these things.

Try looking in a mirror and saying that.

Have a nice day..

 

[claes]

I wouldn’t have a problem with criticizing NY Times and TIME if they hadn’t let the notoriously biased NYPost a pass…

That said, OP was a little sensational about their reporting. “Some companies” doesn’t really represent what the quote from TSMC that TIME used to make their own sensational headline.

Then, that’s why you read the articles :shrug:

 

[mastrdrver]

Try to remember who started this(go find a mirror and look deeply into it). You directly called Time & TPU liars, and by implication you called me a liar. Got a two fingered salute for you..

Try looking in a mirror and saying that.

Have a nice day..

So your issue is with the idea that you think I'm saying TIME and TPU lied? TPU did not lie as they just repeated what was already published.

TIME lied by way of lazy reporting which is rife (lazy reporting) in all the national media outlets. Sure there are a few actors that lie on purpose to mislead, but they are few and far between.

There's a good article from Glenn Greenwald about the changes in how the large national media outlets changed the way they report about things post Former President Trump. Regardless on anyone's thoughts on the whole Hunter Biden thing, it's a good read on how things changed in media outlets after the Trump-Russia collusion story: My Resignation From The Intercept

 

[lexluthermiester]

So your issue is with the idea that you think I'm saying TIME and TPU lied?

One moment..

I said ALL media outlets lie.

..yup, that's what I think.

TPU did not lie as they just repeated what was already published.

Oh what a transparent back-pedal.

TIME lied by way of lazy reporting which is rife (lazy reporting) in all the national media outlets. Sure there are a few actors that lie on purpose to mislead, but they are few and far between.

And another. I'm sensing a theme here...

There's a good article from Glenn Greenwald about the changes in how the large national media outlets changed the way they report about things post Former President Trump. Regardless on anyone's thoughts on the whole Hunter Biden thing, it's a good read on how things changed in media outlets after the Trump-Russia collusion story: My Resignation From The Intercept

And that will be enough of the politics. Just so you know, political discussion OF ANY KIND, is not allowed at TPU. Fair warning before the mods inflict their wrath on you.. and they will!

 

[claes]

Glenn’s piece isn’t really political, even if he’s often full of it. Quit being lazy.

 

[mastrdrver]

One moment..

..yup, that's what I think.

Oh what a transparent back-pedal.

And another. I'm sensing a theme here...

And that will be enough of the politics. Just so you know, political discussion OF ANY KIND, is not allowed at TPU. Fair warning before the mods inflict their wrath on you.. and they will!

Sorry you're jumping to conclusions I never said.

 

[lexluthermiester]

Sorry you're jumping to conclusions I never said.

I directly quoted your comment. You were saying?

 

[mtcn77]

Who is holding up all these chips?

I think there is reason to believe it is a government led initiative.

Look at it this way: how can they plot an investment when there is no market for it? Opening a gap between the demand and output seems like the best way to carve out a share of the market away from your foreign competitor you so chose to rival.

 

[mastrdrver]

I directly quoted your comment. You were saying?

To give one example, you said I stated TPU lied. I never said TPU lied from the beginning.

When I said all media outlets lie, it was in the context of TIME, NYT, Detroit Free Press. Why would you assume I'm talking about smaller media outlets in that context?

From the beginning I also said they lied but did not specify. Why would you assume it was some grand conspiracy to lie (as if by deliberate intent) when I never said it? That is why I stated that they lie by lazy reporting and not following through on thoroughness of investigation.

 

[lexluthermiester]

To give one example, you said I stated TPU lied. I never said TPU lied from the beginning.

Oh? You said..

I said ALL media outlets lie.

..and now you're saying..

When I said all media outlets lie, it was in the context of TIME, NYT, Detroit Free Press.

..If this is what you meant, then that's what you needed to state.

Why would you assume I'm talking about smaller media outlets in that context?

Because that is what you said. You said "ALL media outlets lie".

Definition of ALL

the whole amount, quantity, or extent of; as much as possible; every member or individual component of… See the full definition

www.merriam-webster.com

You're not weaseling your way out of this. You said it, own it. Either admit you're wrong or move along.

 

[mtcn77]

This is very immature... can we return to the subject?

 

[purecain]

back on topic then lol sort of, how about Nvidia halting production of 30 series gpu's to keep prices high. Its a disgrace, they basically dont want us to benefit from a second hand market.
(if I understand this correctly.) Its very shady behavior. I'll be going AMD next generation thats for sure.