TSMC ramps up auto chip production as carmakers wrestle with shortages

[Karel]

https://www.reuters.com/article/us-tsmc-autos/tsmc-says-is-expediting-auto-products-through-its-wafer-fabs-idUSKBN29X03F

Car manufacturing hit by global semiconductor shortage

https://www.ft.com/content/e264fd41-7ee9-4fba-be3c-21446298efd9

https://www.handelsblatt.com/unternehmen/industrie/klaus-zellmer-im-interview-chipmangel-bei-vw-vertriebsvorstand-warnt-wir-werden-2021-um-jedes-auto-kaempfen/26753446.html

[S. Petrukhin]

The market economy in all its glory... Probably with the influence of politics.

[Karel]

TSMC puts auto chip output in fast lane to ease global crunch

Rare use of 'super hot' production runs could affect manufacture of other chips

https://asia.nikkei.com/Business/Technology/TSMC-puts-auto-chip-output-in-fast-lane-to-ease-global-crunch

[tom66]

So... prepare to see a shortage of AMD processors, Nvidia GPUs, etc... so people can buy their new cars!
Money talks.  I bet the big auto giants are desperate right now.

[Kleinstein]

I am not so sure the chips for the cars would use the same process as the moden PC chips. Normally I would expect a slightly more mature technology and more emphasis on high temperature stability. Only those still experimental self driving cars could need real computer power.

The car makers expected lower sales and thus did not order the quanteties they now want. So they expected worse.

[JPortici]

well, consider that we are getting 54 weeks lead time from certain manufacturers because lockdowns created a huge demand on computers and associated electronics

[G7PSK]

Apparently chip makers make more money from consumer grade electronic manufacturers than car makers so chips for cars will be a \problem for a while.https://youtu.be/aHkRbeTazs0

 

[S. Petrukhin]

Apparently chip makers make more money from consumer grade electronic manufacturers than car makers so chips for cars will be a \problem for a while.https://youtu.be/aHkRbeTazs0

TSMC talked about a 3% share of automotive chip manufacturing.

[S. Petrukhin]

well, consider that we are getting 54 weeks lead time from certain manufacturers because lockdowns created a huge demand on computers and associated electronics

What will you do for a whole year, waiting for the delivery of components? 

[JPortici]

precisely
other have currently stopped at "just" 36 weeks lead time

[Karel]

General Motors Co became the latest automaker hit by the global shortage of semiconductor chips
as the U.S. automaker said on Wednesday it will take down production next week at four assembly plants.

https://www.reuters.com/article/gm-semiconductors-idUSL1N2K91GH

[Karel]

NXP Semiconductors talks chip supplies, future car networks

https://www.theregister.com/2022/03/09/nxp_talks_chip_supplies_future/