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Who is really to blame for the global shortage of car chips?

via:爱集微APP     time:2021/10/10 9:07:35     readed:80

In an interview with Time magazine, TSMC chairman Liu Teyin specifically addressed the chip shortage,"Somewhere along the supply chain, someone is stockpiling chips."

The chip crunch forced automakers to cut production last month from an estimated 7 million to 8 million vehicles for the year. In a sign of the seriousness of the problem, new media estimates in early October raised production cuts by another 10 million units. Many have pointed the finger at chip makers, with leader TSMC leading the way with more than 50 percent of the foundry market (52.9 percent in the second quarter), but it has little to do with the automotive chip shortage.

First, the public has changed the main issue: car chips are not TSMC's main forceAccording to its earnings report, it accounts for just 4 percent of the company's overall sales and global automotive chips. This is the us, Japan, Germany, South Korea and other major car manufacturers under the request, TSMC increased MCU capacity results. TSMC, which helped solve the chip shortage, has become the target of criticism.

According to Gartner, in 2020, Infineon, NXP, Renesas, Texas Instruments (TI), STMicro and other integrated component manufacturing (IDM) plants accounted for less than 84% of the market for automotive chips. IDM cut capacity last year as car makers slashed chip orders as the COVID-19 pandemic hit car demand. Waiting for the recovery of the car demand surge, IDM capacity recovery is slow, is the main cause of this wave of chip shortage.

Third, there is no incentive to hoard chips: TSMC is a pure foundry that does not produce its own chips, so it cannot hoard chips. Instead, Samsung, which produces both its own chips and those of others, may hoard chips. That's why when Chairman Liu Deyin interviewed him, she specifically mentioned the hoarding of chips in the supply chain.

The Us auto industry has strong lobbying ability, so it requires the US government to help solve the problem. The Ministry of Commerce invited chip manufacturers, car manufacturers and technology industry to hold a semiconductor summit. However, three meetings have been held so far, and the problem of chip shortage in cars is not only not solved, but also more and more serious.

Commerce Secretary Gina Raimondo has lost patience, and the third summit turned tough. In order to improve the transparency of the chip supply chain, the relevant companies have 45 days to hand over their data, including inventory, sales and customer trade secrets, in order to get a picture of the semiconductor supply chain.

On the one hand, voluntary; On the other hand, Bloomberg pointed out that the U.S. is using the Defense Production Act to punish companies that refuse to provide information. There should be no point in tracing supply chain bottlenecks simply by providing information visible in public financial statements. Providing only further information may involve customer-related information, may violate confidentiality agreements, and may release trade secrets about business models, technology layouts, and costs.

In contrast to Samsung and SK Hynix, the Korean government is apparently more active. The Ministry of Trade, Industry and Energy immediately established a semiconductor Cooperation Committee with the Korea Semiconductor Industry Association, and the government will take the lead in communicating with the U.S. government.

TSMC, in the midst of a sandwich sandwich, could not offend the Old Americans and customers. It had to explain through well-known foreign magazines that the chips were not hidden by me.

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