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The powerful earthquake in
Context: The east coast of
The news: The earthquake forced
- TSMC personnel were reportedly never in danger, but production had to be shut down for some time.
Consequences
The chipmaker revealed to Bloomberg that critical equipment was not hit. As a result, a huge financial disaster was avoided.
- Yet briefly halting production can still have consequences. Some high-end chips must spend weeks 24/7 in a vacuum state to be flawlessly produced. So the shutdown may have caused some of the high-end chips in production to be lost.
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Apple counts on those advanced chips to power its iPhone, iPad and MacBooks.
Nvidia , in turn, uses them to make their coveted GPUs that are very popular with AI. - There is little chance that these customers will look for alternative suppliers in the event of delays. Indeed, those possible alternatives to TSMC are at least 50 percent clear. So in case of problems, they will have no choice but to accept the delay.
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