Omer Cheema(@Omercheema):This is significant. $STM is the market leader in microcontrollers and they are having problems getting allocations at TSMC for their mature node chips. Reason is that TSMC is allocating this capacity to Nvidia ecosystem and asing STM to move to 40nm of below. As a result, STM is asking its customers to input orders for whole 2027. Companies with their own fabs will benefit from this situation.

Omer Cheema

@Omercheema

Semicon expert. Ex AMD, Ex Samsung. Now at Renesas. PhD Paris Tech. MBA from INSEAD. Posting for fun. Opinions my own.

参加 May 2024

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Omer Cheema@Omercheema

2026.07.12 16:41

This is significant. $STM is the market leader in microcontrollers and they are having problems getting allocations at TSMC for their mature node chips. Reason is that TSMC is allocating this capacity to Nvidia ecosystem and asing STM to move to 40nm of below. As a result, STM is asking its customers to input orders for whole 2027. Companies with their own fabs will benefit from this situation.