OAKLAND, Calif./NEW YORK Oct 11 (Reuters) – The U.S. is scrambling to tackle unintended consequences of its new export curbs on China’s chip industry that could inadvertently harm the semiconductor supply chain, people familiar with the matter said.
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With the persistent global shortage of semiconductor chips, Japanese chipmaker Renesas Electronics Corp and India’s Tata Motors have partnered to make a solution. Their goal is to develop “next generation automotive electronics” to “accelerate the growth of electric and connected vehicles.”
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India is in talks with global chipmakers Intel Corp., GlobalFoundries Inc. and Taiwan Semiconductor Manufacturing Co. about setting up local operations, part of efforts to center more high-tech manufacturing in the country.
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Taiwan’s United Microelectronics Corp. plans to build a new advanced manufacturing facility in Singapore which will be a huge help with growing demand. “The first phase of this greenfield fab will have a monthly capacity of 30,000 wafers with production expected to commence in late 2024.” To find out more, click here.
As demand continues to grow, semiconductor companies are working hard to find a solution for the global chip shortage. According to CNBC, “The world’s largest contract chipmaker, TSMC, has committed to investing $100 billion over three years to ramp up production of its cutting-edge silicon wafers, which are used to make a variety of chips.” Who else is investing billions? Read about it here.
The top 10 largest OSATs (outsourced semiconductor assembly and test) had excellent growth in 1Q2021. Revenues for these companies reached 7.17 billion dollars in 1Q2021, a 21.5% increase YoY, with most of these companies recording double-digit growths. Read more below:
As the chip shortage continues to impact the global electronics market, there has been a steady flow of articles describing the situation and how we got here. One of the best articles we have found is from Bloomberg. It provides excellent information on the evolving demand for chips, supply chain issues, the manufactures, and the end markets factors. To read all about it, visit:
www.bloomberg.com/graphics/2021-semiconductors-chips-shortage/
There is a growing concern about the water shortage in Taiwan and its possible impact on semiconductor manufacturing. For the semiconductor industry to continue operations, great efforts are currently being implemented. However, without significant rain in the next few months, the situation could constrain semiconductor manufacturing in Taiwan, seriously disrupting global supply chains. Read more about the shortage below:
https://www.eetimes.com/taiwan-chipmakers-prepare-for-drought/#
This surprise shortage in semiconductors has severely impacted the automotive industry. This chip shortage has disrupted supply chains and operations around the world, resulting in temporary plant closures and employee furloughs at the industry’s largest automakers. One of the major factors causing these shortages is the high demands for chips in other consumer markets. Please read the following links for more details: