Is The Worst Finally Over: Automotive Chip Supply Expected To Ramp Up In Second Half Of 2021

zerohedge2021-06-24

It looks like the ongoing semiconductor pain for the auto industry could finally be on the track to subsiding. That's because car chip vendors are now able to "ramp up output" thanks to more foundry ...

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精彩评论

huathuatss
2021-06-24
huathuatss
Wah that's good
- Chris1688888:
  wow
whitehorse
2021-06-24
whitehorse
Good news
- huathuatss:
  yah
Never ever f
2021-06-24
Never ever f
Automotive chips shortage [Speechless]
Alfred1007
2021-06-24
Alfred1007
Will that be any concern of oversupply after this?
Serenecheong
2021-06-24
Serenecheong
😬
火星投资狼
2021-06-24
火星投资狼
Nooo
- 火星投资狼:
  [Happy][Happy]

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Up until this report, projections for \"returns to normal\" looked pessimistic and gloomy not only from the automotive industry, but also from consumer electronics companies.\nRecall, just two weeks ago,we notedthat Flex, the world’s third-biggest electronics contract manufacturer, offered up the \"gloomiest\" forecast for the crisis yet. The company has more than 100 sites in 30 countries and works with major names like Dyson and HP.\nLynn Torrel, Flex’s chief procurement and supply chain officer, told FT: “With such strong demand, the expectation is mid to late-2022 depending on the commodity. Some are expecting [shortages to continue] into 2023.”\nRevathi Advaithi, chief executive of Flex added that the shortage has prompted the company's multinational customers to \"take a far more serious look at restructuring their supply chains than the trade war between the US and China ever did\".\nAdavaithi commented: “Most companies won’t make a decision to regionalize just on tariffs. They know it could be a short-term thing but things like the pandemic and escalation of shipping costs that impact the total cost of ownership drives regionalization.”\nFlex's pessimistic forecast follows that of Intel CEO Pat Gelsinger weeks ago, who we pointed out said that the shortage could last \"a couple years\".\nWe noted in mid-May that Taiwan Semiconductor had plans of \"doubling down\" and vastly increasing its investment for production in Arizona. The chipmaking giant said at the time it was \"weighing plans to pump tens of billions of dollars more into cutting-edge chip factories in the U.S. state of Arizona than it had previously disclosed\".\nThe company had already said it was going to invest $10 billion to $12 billion in Arizona. It now appears to be mulling a more advanced 3 nanometer plant that could cost between $23 billion and $25 billion. The changes would come over the next 10 to 15 years, as the company builds out its Phoenix campus.\nIn May we noted how automakers were being forced to leave some high tech features out of new vehicles as a result of the semi shortage. Days before that, we pointed out \"thousands\" of Ford trucks sitting along the highway in Kentucky, awaiting semi chips for completion of assembly.","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":128269216,"gmtCreate":1624518977035,"gmtModify":1634004942910,"author":{"id":"3579224382437305","authorId":"3579224382437305","name":"huathuatss","avatar":"https://static.tigerbbs.com/45bd8c44245b78706492a732ed831e17","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579224382437305","authorIdStr":"3579224382437305"},"htmlText":"Wah that's good","listText":"Wah that's 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news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/128214731","repostId":1173135557,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4991718,"gmtCreate":1624519026319,"gmtModify":1635248676463,"authorId":3579224382437305,"author":{"id":3579224382437305,"idStr":"3579224382437305","authorId":3579224382437305,"name":"huathuatss","avatar":"https://static.tigerbbs.com/45bd8c44245b78706492a732ed831e17","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":128214731,"type":1,"supId":0,"prevId":0,"content":"yah","text":"yah","html":"yah"}],"langContent":"EN"},{"id":128215677,"gmtCreate":1624518280199,"gmtModify":1634004948261,"author":{"id":"3555043402922696","authorId":"3555043402922696","name":"Never ever f","avatar":"https://static.tigerbbs.com/52501d43721648c944a019db9c767c5d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3555043402922696","authorIdStr":"3555043402922696"},"htmlText":"Automotive chips shortage [Speechless]&nbsp;","listText":"Automotive chips shortage [Speechless]&nbsp;","text":"Automotive chips shortage [Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128215677","repostId":1173135557,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":128238285,"gmtCreate":1624517630047,"gmtModify":1634004953337,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570656625926041","authorIdStr":"3570656625926041"},"htmlText":"Will that be any concern of oversupply after this?","listText":"Will that be any concern of oversupply after this?","text":"Will that be any concern of oversupply after this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128238285","repostId":1173135557,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":128238649,"gmtCreate":1624517628381,"gmtModify":1634004953460,"author":{"id":"3573087509684415","authorId":"3573087509684415","name":"Serenecheong","avatar":"https://static.tigerbbs.com/01f2d199fe60f7e650f5e4188a8ad31e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573087509684415","authorIdStr":"3573087509684415"},"htmlText":"😬","listText":"😬","text":"😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128238649","repostId":1173135557,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":128230723,"gmtCreate":1624517456962,"gmtModify":1634004955289,"author":{"id":"3564654698806900","authorId":"3564654698806900","name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3564654698806900","authorIdStr":"3564654698806900"},"htmlText":"Nooo","listText":"Nooo","text":"Nooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/128230723","repostId":1173135557,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4991445,"gmtCreate":1624517470701,"gmtModify":1635248694624,"authorId":3564654698806900,"author":{"id":3564654698806900,"idStr":"3564654698806900","authorId":3564654698806900,"name":"火星投资狼","avatar":"https://static.tigerbbs.com/e07a54590dfa2f7a0c7649fff90653d3","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":128230723,"type":1,"supId":0,"prevId":0,"content":"[Happy][Happy]","text":"[Happy][Happy]","html":"[Happy][Happy]"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":32,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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