Sony reduces PS5 production by 26.7% due to AMD chip issue

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First time? ​ AMD up 15% tomorrow.


TSM up 1.13% currently in Taiwan. Seems to have no effect as of today.


AMD has had no problems with yield, and TSMC N7 is yielding 80%+. If this report is true, and Xbox has no equivalent problems, I suspect it might be something to do with Sony’s custom IO? Their much-hyped SSD loading times rely on CPU decompression heavily, and iirc they designed the IO chip that goes in the SoC themselves.


TSMC is the best fab in the world, 50% yield is nonsense.


So wait for the launch day hangover drop and then buy in? Got it.