Podcasts Technology Gestalt IT Rundown Chipmakers in China Report Reduced Demand and Lower Pricing | Gestalt IT Rundown: July 27, 2022

Chipmakers in China Report Reduced Demand and Lower Pricing | Gestalt IT Rundown: July 27, 2022

Published: July 27, 2022, 5:13 p.m.

We've been talking about the shortage of integrated circuits and the race to build more production capacity for over a year, but maybe there's more to this story. News out of Taiwan suggests that production capacity for mature ICs is exceeding demand, and price reductions are coming. Companies like SMIC in mainland China and smaller firms there and in Taiwan are dropping prices over 10% as demand falls. Given that the CHIPS Act was just passed in the United States and companies are making huge investments around the world, what's happening here? This and more on this week's episode of the Rundown. Head to GestaltIT.com for show notes.   

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Time Stamps:
\n0:00 - Welcome to the Rundown
\n0:51 - NetApp Cloud Exec Departs for Palantir
\n4:31 - Meta Can't Spare a Second
\n8:05 - Micron NAND is All About Layers
\n11:22 - Rogers Spending Big to Clean Config Woes
\n14:57 - SK Group Wants to Go Big on Chips
\n19:04 - Chipmakers in China Report Reduced Demand and Lower Pricing
\n27:13 - The Weeks Ahead
\n28:47 - Thanks for Watching The Rundown

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\nStephen Foskett: https://www.twitter.com/SFoskett 

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