Why is the world running short on semiconductors?
3 years, 6 months ago

Why is the world running short on semiconductors?

Al Jazeera  

Supply shortfalls from Taiwan are forcing carmakers and electronics firms to cut production and lay off workers. Semiconductors are in almost every electronic item we use, from smartphones and computers to household appliances and cars. But they are in short supply, as Taiwan supplies nearly 60 percent of the world’s chips. Presenter: Mohammed Jamjoom Guests: June Park – Political economist and an East Asia Voices Initiative Fellow at George Washington University Jim Anderson – CEO of tech company SocialFlow June Teufel Dreyer – Professor of political science at the University of Miami and editor of Taiwan in the Era of Tsai Ing-Wen: Changes and Challenges

Taiwan  worlds  carmakers  voices  political  world  supply  workerssemiconductors  washington  taiwan  workerschina  semiconductors  running  worst  short

History of this topic

Southeast Asia’s Semiconductor Play
1 month ago

Southeast Asia’s Semiconductor Play

The Diplomat  

In September 2009 Temasek Holdings, one of Singapore’s state-run investment funds, divested its 62 percent stake in a company called Chartered Semiconductor Manufacturing. Given the existing IC assembly and testing infrastructure, Southeast Asia could be primed to play an important role in de-risking global semiconductor supply chains. From 2018 to 2021, Thailand averaged $10.5 billion in chip exports, about 1 …

The changing pecking order in semiconductors
1 month, 1 week ago

The changing pecking order in semiconductors

Live Mint  

NEW DELHI : Last week, Nvidia Corp., the world's largest artificial intelligence chipmaker, replaced Intel Corp., best known for computer processors, in the 30-share American benchmark share index. Nvidia's market value jumped from about $81 billion at the end of 2018 to $3.6 trillion now, making it the world’s most-valued company, ahead of Apple Inc., Microsoft Corp. and Google Llc. …

Amid trade war with West, China buys more chipmaking tools than South Korea, Taiwan & US: Report
3 months, 3 weeks ago

Amid trade war with West, China buys more chipmaking tools than South Korea, Taiwan & US: Report

Firstpost  

China has spent a record $25 billion in buying chipmaking equipment so far this year and is expected to spend $50 billion by the end of the year Amid an escalating trade war with the West, China has emerged as the top buyer of chipmaking tools this year, according to a report. Amid such a conflict, the Semiconductor Equipment and …

The chips are down: Inside India’s technicoloured semi-conductor dreams
1 year, 5 months ago

The chips are down: Inside India’s technicoloured semi-conductor dreams

Hindustan Times  

Silicon chips and semiconductors, terms often used interchangeably, are actually distinct things. “The number of car-mounted semiconductor devices has been increasing steadily, particularly for future ADAS or Advanced Driver Assistance Systems,” is how Hitachi’s semiconductor knowledgebase describes the changes unfolding. Research firm Deloitte’s ‘TMT Predictions Report’ 2023 – India Chapter’ report released in February, estimates the Indian semiconductor market to …

First Principles | How the chips fall in the battle for semiconductors
2 years ago

First Principles | How the chips fall in the battle for semiconductors

Hindustan Times  

“Wrap your head around this,” says Pankaj Jain over the phone, “over 80% of chips designers are Indian.” While this good news comes from an informal conversation with the New York-based founder and managing partner of Saka Ventures, it throws up some questions as well. What makes this battle for semiconductors more compelling still is that the world’s semiconductor headquarters …

Are Taiwanese chip firms decoupling from China? | Today’s Cache
2 years, 1 month ago

Are Taiwanese chip firms decoupling from China? | Today’s Cache

The Hindu  

The U.S. has been stifling China’s advances in building technology using American intellectual property. Caught between the two countries are Taiwanese chip firms as both China and the U.S. are keen to curry favour with companies that count major technology firms like Apple, Nvidia and Qualcomm as their customers. Despite large-scale investments in the U.S. by Taiwan Semiconductor Manufacturing Company …

Global chip stocks tumble as Biden expands technology curbs on China: Report
2 years, 2 months ago

Global chip stocks tumble as Biden expands technology curbs on China: Report

Hindustan Times  

Semiconductor stocks across the globe slipped Monday after fresh US curbs on China’s access to American technology added to a disappointing start to the earnings season, stoking concerns that the industry’s downturn is far from over. The new strategy suggests that Washington aims to “freeze in” China at its current level, enabling the US to increase its lead, said Gabriel …

Why China is not sanctioning Taiwan’s key chip industry
2 years, 4 months ago

Why China is not sanctioning Taiwan’s key chip industry

Al Jazeera  

Beijing relies on self-ruled island’s semiconductors to keep its economy on track. “Taiwan’s semiconductor industry is critical for its economy, given that Taiwan is positioning itself to be a high-tech leader and the Fourth Industrial Revolution will rely on leading-edge semiconductors that Taiwanese companies can design and produce,” James Lee, an assistant research fellow in Academia Sinica in Taiwan, told …

Taiwanese Chip Firms Gain Amid Global Shortage Issues
2 years, 5 months ago

Taiwanese Chip Firms Gain Amid Global Shortage Issues

News 18  

TAIPEI:Order books for both mature and advanced semiconductor nodes for Taiwanese chip firms are still very full, Economy Minister Wang Mei-hua said on Wednesday, amid concerns about a slowdown in tech-related demand. A significantly weaker-than-expected business outlook by memory-chip firm Micron Technology Inc last Thursday raised concern that, following nearly two years of strong demand, the industry was turning towards …

Global chip shortage likely to last through 2023, warns US official
2 years, 6 months ago

Global chip shortage likely to last through 2023, warns US official

Firstpost  

Shutdowns of key Asian suppliers due to the coronavirus pandemic crippled supplies last year, just when American consumers, flush with cash from government aid, went on a spending spree buying cars and electronics, which depend on the chips The global shortage of critical semiconductors is likely to last at least through next year and perhaps longer, US Commerce Secretary Gina …

Global Chip Shortage Could Ease This Year Despite China Lockdowns
2 years, 8 months ago

Global Chip Shortage Could Ease This Year Despite China Lockdowns

ABP News  

New Delhi: The global chip shortage, that plagued several industries like automotive and consumer electronics, is set to ease during the second half of the year despite lockdowns in China as demand-supply gaps decrease across most components, a new report has said. “Coupled with wafer production expansion and continuous supplier diversification, we have witnessed significant improvement in the component supply …

Global Chip Shortage Could Ease Up This Year, Even With China On Lockdown
2 years, 8 months ago

Global Chip Shortage Could Ease Up This Year, Even With China On Lockdown

News 18  

The global chip shortage, that plagued several industries like automotive and consumer electronics, is set to ease during the second half of the year despite lockdowns in China as demand-supply gaps decrease across most components, a new report has said. “Coupled with wafer production expansion and continuous supplier diversification, we have witnessed significant improvement in the component supply situation, at …

After Ukraine war, Taiwan’s chip supremacy raises economic stakes
2 years, 8 months ago

After Ukraine war, Taiwan’s chip supremacy raises economic stakes

Al Jazeera  

Island’s importance to global supply chains is under scrutiny amid predictions of an invasion by China in coming years. Taiwan’s vital importance to global supply chains is especially pressing amid growing speculation that China could try to take the self-ruled island, which Beijing considers a renegade province, by force in the coming years. “So the potential impact on Russia’s economy …

Taiwan's lucrative chip industry faces threat from China, but India can play saviour
2 years, 9 months ago

Taiwan's lucrative chip industry faces threat from China, but India can play saviour

Firstpost  

Taiwan, home to over 60 per cent of the world’s contract chip manufacturing, is a crucial player in the race for building a robust semiconductor supply chain As the Russia-Ukraine crisis continues, questions have been raised about how this might affect China’s decision-making process on Taiwan. Taiwan, home to over 60 per cent of the world’s contract chip manufacturing, is …

As China Threat Looms over Taiwan, This is How India Can Keep Global Chip Industry Afloat
2 years, 9 months ago

As China Threat Looms over Taiwan, This is How India Can Keep Global Chip Industry Afloat

News 18  

As the Russia-Ukraine crisis continues, questions have been raised about how this might affect China’s decision-making process on Taiwan. Taiwan, home to over 60 per cent of the world’s contract chip manufacturing, is a crucial player in the race for building a robust semiconductor supply chain. By involving Taiwan in the Quad’s Semiconductor Supply Chain Initiative, India can get access …

Semiconductors: How a Handful of Atoms Hold Great Strategic, Geopolitical Importance
2 years, 9 months ago

Semiconductors: How a Handful of Atoms Hold Great Strategic, Geopolitical Importance

News 18  

Semiconductor chips are made from the second-most abundant element found on earth. The chip industry is going through the paradox best articulated by poet Samuel Coleridge: ‘Water, water, everywhere, Nor any drop to drink.’ To understand how our lives are inundated by these pervasive semiconductor integrated chips, sample this: a single modern car consumes upwards of 1,000 ICs, a smartphone …

Chip shortage leaves US firms dangerously low on semiconductors, report says
2 years, 10 months ago

Chip shortage leaves US firms dangerously low on semiconductors, report says

Live Mint  

US manufacturers and other companies that use semiconductors are down to less than five days of inventory for key chips, the Commerce Department said Tuesday, citing the results of a new survey. “This means a disruption overseas, which might shut down a semiconductor plant for 2-3 weeks, has the potential to disable a manufacturing facility and furlough workers in the …

EXPLAINED: Wafers, Chips And How India Is Eyeing A Slice Of The Semiconductor Pie
3 years ago

EXPLAINED: Wafers, Chips And How India Is Eyeing A Slice Of The Semiconductor Pie

News 18  

Some call it the ‘heart’, others the ‘brain’, of modern gadgets. Such as they are, says US-based industry body Semiconductor Industry Association, “semiconductors are the brains of modern electronics… and technologies of the future such as artificial intelligence, quantum computing, and advanced wireless networks”. It cites MeitY to add that “India produces nearly 2,000 chips every year and more than …

Why the Chip Shortage Drags On and On … and On
3 years, 1 month ago

Why the Chip Shortage Drags On and On … and On

Wired  

The semiconductor industry lives at the cutting edge of technological progress. Nearly two years into pandemic-caused disruptions, a severe shortage of computer chips—the components at the heart of smartphones, laptops, and innumerable other products—continues to affect manufacturers across the global economy. “It is utterly amazing that it's taken so long for the supply chain to rebound after the global economy …

EXPLAINED: Why Quad Focus On Semiconductor Chips Is All About Breaking Concentration
3 years, 3 months ago

EXPLAINED: Why Quad Focus On Semiconductor Chips Is All About Breaking Concentration

News 18  

It’s a crisis that has cost the global automobile industry billions of dollars in sales and held up delivery schedules of everything from smartphones to computers. The draft for a joint statement by the Quad leaders — US President Joe Biden and the prime ministers of Australia, Japan and India, Scott Morrison, Yoshihide Suga, Narendra Modi, respectively — accessed by …

Covid-19 surge in Malaysia threatens to prolong global chip shortage
3 years, 3 months ago

Covid-19 surge in Malaysia threatens to prolong global chip shortage

Live Mint  

SINGAPORE : A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconductor supply chain, has opened a new front in the battle to fix manufacturing woes that have rippled across industries during a global shortage of computing chips. Some of the world’s leading car makers including Toyota Motor Corp., Ford Motor Co., General Motors Co. …

Chipmakers helping solve global shortage
3 years, 4 months ago

Chipmakers helping solve global shortage

China Daily  

A technician works on a chip production line in Suining, Sichuan province. LIU CHANGSONG/FOR CHINA DAILY New local capacity boosts output of semiconductors in July by 41% y-o-y Chip-making companies in China are working hard to help solve a global shortage of semiconductor products, as can be seen from the record output of integrated circuits, or ICs, in the country …

State Of Chip Shortage: Blame Bitcoin For The Long Wait For Your New Car And Sony PlayStation 5?
3 years, 6 months ago

State Of Chip Shortage: Blame Bitcoin For The Long Wait For Your New Car And Sony PlayStation 5?

News 18  

You craved for all sorts of smartness with gadgets. “While the chipset shortage is impacting several sectors including PCs, we are constantly working on ways to ensure smooth supply of products and devices to our end users,” Vickram Bedi, Senior Director, Personal Systems at HP India, had told News18 last month, when asked about how the chip shortage is impacting …

Taiwan, the world’s chipmaking factory and home of TSMC, is battling Covid and the climate crisis
3 years, 6 months ago

Taiwan, the world’s chipmaking factory and home of TSMC, is battling Covid and the climate crisis

CNN  

Taipei, Taiwan CNN Business — Taiwanese officials are fretting about whether a severe outbreak of Covid-19 could jeopardize the island’s critical role in the global semiconductor supply chain. “Through our existing water conservation measures, we are able to manage the current water usage reduction requirements from the government, with no impact on our operations.” The Second Baoshan Reservoir in northern …

Intel Reiterates Chip Supply Shortages Could Last Several Years
3 years, 6 months ago

Intel Reiterates Chip Supply Shortages Could Last Several Years

News 18  

Intel?s CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas, including consumer electronics. ?But while the industry has taken steps to address near term constraints it could still take a couple of years for …

Here’s how the world’s chip shortage is playing out for stocks
3 years, 8 months ago

Here’s how the world’s chip shortage is playing out for stocks

Live Mint  

A global semiconductor shortage has upended the supply of everyday devices from smartphones to gaming consoles to tech-dependent cars. It’s been a boon for companies such as Applied Materials Inc. and Lam Research Corp. that produce the equipment semiconductor makers need to boost output. Lenovo Group Ltd. said in August that its profit margins took a hit from the chip …

World going through unprecedented chip shortage
3 years, 9 months ago

World going through unprecedented chip shortage

The Hindu  

The world is going through an unprecedented chip shortage, Zhou Zixue, a senior official with the China Semiconductor Industry Association, said on Wednesday, after semiconductor sales grew 18% last year. "If you are an experienced player, you will remember that in 1999 there was a similar crisis in this industry, but it was way smaller," Zhou, chairman of Semiconductor Manufacturing …

The semiconductor shortage is still hurting Samsung, Honda and Volkswagen
3 years, 9 months ago

The semiconductor shortage is still hurting Samsung, Honda and Volkswagen

CNN  

Hong Kong CNN Business — The global chip shortage is continuing to pummel global business, with Samsung, Honda and Volkswagen among the latest major companies to warn of sustained disruption. “We continue to manage a number of supply chain issues related to the impact from Covid-19, congestion at various ports, the microchip shortage and severe winter weather over the past …

Long Wait For Your New Car? Laptops Out Of Stock? Can’t Buy A PlayStation 5? Blame The Chip Shortage
3 years, 9 months ago

Long Wait For Your New Car? Laptops Out Of Stock? Can’t Buy A PlayStation 5? Blame The Chip Shortage

News 18  

You may never have realized this, at least till now maybe, but these good old semiconductors are the very backbone of pretty much everything around you. Your smartphone, your TV, your refrigerator, the new AC that you purchased ahead of the summer, laptops and PCs, smart speakers, tablets, gaming consoles such as the Sony PlayStation 5, lamps and bulbs, children’s …

Automakers Need to Work Wisely to Acquire Required Semiconductors For Growth: Report
3 years, 10 months ago

Automakers Need to Work Wisely to Acquire Required Semiconductors For Growth: Report

News 18  

With the global semiconductor industry finding it hard to cater to increased demand, automotive players will have to wisely work to get hold of the required demand of semiconductors for their continued survival and growth, according to a report by consultancy firm EY. Automakers would need modern day intelligent digital planning solutions to assess risks in advance and the ones …

Gaming consoles, smartphones, other gadgets could get pricier due to continuing microchip shortages
3 years, 10 months ago

Gaming consoles, smartphones, other gadgets could get pricier due to continuing microchip shortages

Firstpost  

Prices of popular gadgets such as PlayStations and iPhones could rise because of microchip shortages caused by a “perfect storm” of coronavirus-driven demand, supply chain disruptions and trade war stockpiling, experts warn. Electronic gadgets and cars will be in shorter supply or more expensive throughout 2021.” Gaming controllers Complex supply chains Sales of certain iPhone models have reportedly been limited …

Asian chipmakers rush to boost production to meet global shortage
3 years, 10 months ago

Asian chipmakers rush to boost production to meet global shortage

The Hindu  

Asian chipmakers are rushing to expand their production capacity to meet a global shortage that has been acutely felt by carmakers, but the firms warn that the supply gap may take many months to plug as they struggle to keep up with strong demand. "We are under great pressure now," said Zhao Haijun, co-CEO of China's top chipmaker Semiconductor Manufacturing …

Chip crunch to impact global auto production into third quarter, says IHS
3 years, 10 months ago

Chip crunch to impact global auto production into third quarter, says IHS

The Hindu  

A shortage of auto chips could impact 672,000 units of global light vehicle production in the first quarter, data firm IHS Markit said on Wednesday, warning that the disruption could extend into the third quarter. Ford Motor Co, Toyota Motor Corp, Fiat Chrysler Automobiles and Nissan Motor Co had cut output due to the shortage, while Volkswagen has said the …

Semiconductor shortage forces automobile production cuts
3 years, 11 months ago

Semiconductor shortage forces automobile production cuts

Associated Press  

DETROIT — A widening global shortage of semiconductors for auto parts is forcing major auto companies to halt or slow vehicle production just as they were recovering from pandemic-related factory shutdowns. Fiat Chrysler has temporarily car closed factories in Brampton, Ontario, and a small-SUV plant in Toluca, Mexico, while Volkswagen said in December it was facing production slowdowns due to …

Global chip shortage threatens production of laptops, smartphones
4 years ago

Global chip shortage threatens production of laptops, smartphones

The Hindu  

Makers of cars and electronic devices from TVs to smartphones are sounding alarm bells about a global shortage of chips, which is causing manufacturing delays as consumer demand bounces back from the coronavirus crisis. “For the whole electronics industry, we've been experiencing a shortage of components,” said Donny Zhang, CEO of Shenzhen-based sourcing company Sand and Wave, who said he …

Chip shortage could slow automotive production in China
4 years ago

Chip shortage could slow automotive production in China

The Hindu  

A shortage of chips used in auto manufacturing could disrupt automotive production in China well into next year, industry officials said Friday, with chip companies saying they are raising prices and expanding their production in response. Volkswagen, the biggest foreign automaker in China, said on Friday that China's overall auto production could be interrupted after the COVID-19 pandemic disrupted chip …

India's dependence on China for electronics, smartphones remains high: MEITY in Rajya Sabha
4 years, 3 months ago

India's dependence on China for electronics, smartphones remains high: MEITY in Rajya Sabha

India Today  

As India looks to increase export to China and reduce imports, the dependency of Indian electronics and smartphones for components remain high. His response came to a question by Karnataka MP KC Ramamurthy He cited the data available from the Directorate General of Commercial Intelligence and Statistics, the total electronic component imports in the country in the financial year 2019-20 …

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