For TSMC, the supply chain orders are at most 4~5 floors. The reason behind this situation must be that some customers temporarily canceled this order. They don't have to waste this money to save this cost, so it is normal to cut off this supply chain order. After all, customers don't need so many things, and naturally they can't produce so many products. If so many things are produced without customers, they will lose a lot, so they will make this decision. Because some customers cancel this order, they will slash the supply chain order.

Reduce losses, because their previous order and next year's order have been declining, which has affected one of their sales, so they intend to cut this supply chain order once. Because some scheduled big customers cancel this order temporarily, they will reduce the number of products to be mass-produced recently than originally planned, and some orders will be reduced next year, so they will reduce this supply chain order.

It is normal. I think this situation is normal. Why is it normal? That's because in many cases, if the customer has cancelled the order, if the company continues to produce this product, the loss will be very serious for the company, so in order to reduce this loss, the supply chain order will be greatly reduced.

Generally speaking, I think this situation is normal, because for any company, once the customer has no such demand, or the customer cancels this order, it will definitely stop production, or so many raw materials are not needed, so as to reduce losses?