Just now, TSMC stated at its performance conference that it expects production capacity to remain tight throughout this year. It is working hard to increase productivity, thereby increasing output, and is expanding production capacity in many places. We are doing our part to solve the chip supply shortage problem and expect that the shortage of automotive chips for customers will be greatly reduced next quarter, but the chip shortage problem may continue into 2022.
Just yesterday, TSMC Wafer Factory 14 had an unexpected power outage! Taiwan media Economic Daily reported that TSMC Nanke P14 plant was affected by today's power outage. It is estimated that 30,000 wafers will be hit, and the loss will be within NT$1 billion. Industry insiders in Nanke pointed out that TSMC's P14 plant was affected by today's power outage, which will involve approximately 30,000 wafers. As for whether all of them will be scrapped, TSMC still needs to wait for further evaluation.
In the afternoon of the same day, TSMC urgently stated that the cause of the power outage was a cable failure at the Nanke ultra-high voltage substation. It has now relied on diesel generators to restore power and is working with Taipower Corporation to restore normal power supply.
From the perspective of the supply chain, automotive semiconductors can be divided into four links: design and manufacturing, chip suppliers, automotive component suppliers, and terminal vehicle manufacturers. Chip suppliers are represented by Infineon, NXP, STMicroelectronics and Renesas Electronics. Bosch and Continental are relatively well-known component suppliers, and TSMC is the most basic design manufacturer.
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Under the shortage of chip manufacturing, TSMC has become a real seller's market, and its every move affects the attention of buyers.
