
Chiplet alone cannot save China chip industry?
The reason for the market is that the global information industry has been aggressively scrambling to stockpile chips due to the /”chip shortage/” crisis, and has booked a lot of production capacity in major fabs in advance.
This year, the demand for consumer electronics has decreased, and equipment manufacturers have struggled to sell goods. Therefore, the /”order cut effect/” was eventually passed on to the chip industry.
The technical reason is that the performance of TSMC’s first batch of 3nm is /”too bad/”.
This year, the demand for consumer electronics has decreased, and equipment manufacturers have struggled to sell goods. Therefore, the /”order cut effect/” was eventually passed on to the chip industry.
The technical reason is that the performance of TSMC’s first batch of 3nm is /”too bad/”.
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