- Digital transformation from Covid (increasing demand for chips)
- "Double booking" feedback loop (companies preorder more than needed, fearing fab capacity limits --> makes it seem like there's less fab capacity --> companies book more capacity, fearing capacity limits)...this is not specific to Covid, but heats up in this kind of situation
From TSMC's Mark Lui:
- Supply chain disruptions from Covid
- US / China trade disputes
- Digital transformation from Covid (increasing demand for chips)
- "Double booking" feedback loop (companies preorder more than needed, fearing fab capacity limits --> makes it seem like there's less fab capacity --> companies book more capacity, fearing capacity limits)...this is not specific to Covid, but heats up in this kind of situation