TSMC tells vendors to delay chip equipment deliveries
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Summary
TSMC, the world's leading semiconductor manufacturer, has instructed its equipment suppliers to postpone chip-making machinery deliveries, according to inside sources. This decision comes amid concerns about a potential global semiconductor oversupply, prompting TSMC to exercise caution in its production expansion plans. The move is seen as a strategic response to manage market dynamics and avoid flooding the market with excess chips. The delay affects suppliers such as Applied Materials, Lam Research, and ASML, who play a crucial role in TSMC's chip production process. TSMC's decision highlights the intricate balance required to navigate the ever-changing semiconductor industry landscape.
Reuters
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