There are people definitely accumulating chips who-knows-where in the supply chain, says Dr. Mark Liu, chairman of the world’s largest foundry, Taiwan Semiconductor Manufacturing Corporation (TSMC), in a recent interview with TIME.
According to reports, Lui said he has asked his team to study the data from customers to decipher who is in acute need and who is stockpiling. He pointed out the actual number of chips they delivered was far more than the number assembled on the electronic devices.
Mark Liu emphasized that since they have not done anything like this before, they are still learning how to adjust to postpone orders for chips that are not really urgent, writes SemiMedia.
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