General > General Technical Chat

What's actually "chip shortage"?

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madires:
Selling a proprietary part to a third party isn't illegal, but it would be a breach of contract in case there's such a provision in the contract.

Trader:
FYI:   The Impact of Chip Shortages on the Electronics Industry

Start Time: Friday September 17, 2021 - 8:00 AM EDT

In this Industry Tech Days Keynote, we have an all-star panel of industry experts to talk about the ramifications of the global chip shortage and what lessons we can learn from them. You'll hear from Dave Doherty, President and COO of distributor Digi-Key Electronics, Steve Sanghi, Executive Chair of semiconductor manufacturer Microchip Technology, and Michael Knight, Corporate Senior Vice President of Business Development of distributor TTI.

This keynote session will be followed by a Q&A with the audience.

https://www.allaboutcircuits.com/tech-days/summer-2021/digi-key-eletronics-microchip-technology-and-tti/webinars/itd-2021-keynote-industry-panel-global-chip-shortage/

rstofer:

--- Quote from: nardev on June 10, 2021, 01:59:47 pm ---So many interesting facts and opinions but it looks like my "theory" confused you. It's more speculation and in the domain of political economy :)

 <So, my theory is that all the information about chip shortage is probably partially true but at the same time protectionism propaganda in order to motivate and shift manufacturing capabilities from China "back to USA/EU"?

Does anyone else see it that way?>

--- End quote ---

Not really...

It would not be in China's interest to throttle production and encourage chip suppliers to build more fab capacity in the US.  No doubt they are pissed that trade secret laws are being enforced and they can't simply copy and paste everybody else's chips.  I don't know the ratio of capacity between China and Taiwan but I believe TSMC (Taiwan) is the largest foundry in the world.

The magic is primarily created in the US, China and Taiwan simply provide manufacturing capacity.  The thing is, it might cost $10-$50 billion to build a competitive plant.  The only way that makes sense is if a lot of chip manufacturers get together to create a joint venture.

And, so, Intel is getting into the foundry business in the US by building 2 plants for $20 billion:
https://www.industryweek.com/technology-and-iiot/information-technology/article/21159119/intel-to-spend-20-billion-on-two-new-us-chip-plants

At one time, the NSA was a huge manufacturer of in-house semiconductors.  Thirty years or so ago, National Semiconductor ran their plant(s).  I didn't find any current references on Google but I didn't look very hard.

Watch the Intel projects, they may very well redistribute manufacturing capacity to the US.

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