Have no idea in one sense but it has been reported that TSMC has been struggling to produce chips for Apple IPhone and Huawei and has given an undertaking it will do everything it can to meet Apple and Huawei’s agreed timetables.
I believe it was also recently reported that TSMC had an outbreak of Covid-19 amongst some of its staff and had to close down some part of its enterprise.
So what we have is TSMC struggling to keep faith with its two largest long term customers against a background of Covid-19 and Donald Trumps trade war and bans on the one hand and BrainChip with a novel chip and a limited initial order and now with backing from Socionext.
It could be that but for Socionext coming on board TSMC might not have had any slots until 2021.
I trust that this is one of the issues which the webinar will be addressing.
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