On Friday a ‘misoperation during the installation process for a new tool’ brought on a virus to unfold round chip-manufacturing behemoth TSMC’s pc community and has brought on a number of thousand wafers to be scrapped.
The essential 12-inch fabs are the guts of TSMC’s contract manufacturing operations and Fab 12 and Fab 15 have been shut down for so long as ten hours. These are the fabs the place the corporate is manufacturing utilizing the modern 7nm course of for the likes of AMD, Nvidia, and Apple.
It has mentioned that any cargo delays ensuing from the virus might be made up within the fourth quarter of the 12 months, although they may nonetheless have some tangible impression on each confidence and TSMC’s backside line.
Some of the best graphics cards have been manufactured by TSMC…
TSMC is anticipating the affected instruments to all be again on-line by at the moment after the an infection began late on Friday, August 3. The firm rapidly remoted the difficulty and has created an answer which has been spreading across the contaminated amenities.
Digitimes is reporting the announcement by TSMC that the virus an infection is estimated to impression its third quarter income to the tune of three%. And, if we take its personal guidance revenue figures for Q3 as $8.45bn, then 3% of that involves over $253m for a weekend of contaminated wafers and halted manufacturing. Ouch.
With any cargo delays anticipated to be mounted in This fall that is unlikely to truly impression us players in any significant method — the 7nm AMD Vega and Zen 2 chips are both going into the skilled market or as engineering samples respectively, and Nvidia’s 7nm elements are unlikely to be the gaming GPUs we’re holding out for to look in August/September time this 12 months.
The Nvidia GTX 1180 is predicted to be constructed utilizing the corporate’s 12nm course of, although it’s nonetheless doable that 12nm manufacturing was additionally affected by the virus. That mentioned, we’re nonetheless hopeful a weekend’s value of delayed manufacturing isn’t going to make Nvidia delay the launch any additional.
Or add any extra zeros onto the already anticipated excessive price ticket.
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