TSMC downgraded as analysts warn of worst slump in a decade
theregister.com
theregister.com
It takes time to ramp up factories and build the chips, and that is what is being now to clear the backlog.
But once the backlog is cleared, what happens then? They are building chips, potentially unsure if the demand will be there.
For us, it was impossible to get HR sensors a few months ago, now there is no limit to supply, but prices are still very high - I assume that is because suppliers over-paid when supply was short.
Anecdata: approx 3-month delay between ordering and shipment of HP (AMD) and Intel NUC _2021_ business PCs in 2022.
We need a better metric than "shipments", which can account for demand suppression due to unavailable supply.
Raspberry Pis are still impossible to purchase.
Seriously the situation is quite sad, i was planning on building a couple dozen of machines and after discovering the new prices i was speechless, guess I'll try to make it work with an esp32 and offload the heavy computations to a dedicated PC