News reports that the demand for Apple M3 and M3 Pro chips has decreased
123458086
发表于 2024-2-20 10:36:39
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According to reports, the demand for Apple M3 and M3 Pro chips has decreased. Recently, there have been rumors in the supply chain that the demand for Macbook M3/M3 Pro chips, released in November last year, has decreased. The market speculates that weak consumer power is causing a delay in AI pen heating, which may affect supply chain boards and wafer foundry. The legal representative pointed out that the Apple M3/M3 Pro adopts TSMC's 3nm process, which may affect the 3nm utilization rate. In addition, AMD's CPU supply chain claims that demand is not as optimistic as expected, and it is still early to strongly revive. TSMC stated that it will not respond to specific customers, and the first quarter's financial forecast will mainly focus on disclosing information.
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