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In theory, in the case of global chip shortage, companies in the chip supply chain are all popular, especially chip manufacturing companies such as TSMC and Samsung , which can take this opportunity to make a fortune.
But what I didn’t expect was that the life of chip manufacturers such as TSMC and Samsung has not been easy recently. If they are not handled well, it may become a turning point in their prosperity and decline.
What's going on? The chip shortage of
has intensified. The US giant announced the suspension of production of
According to the latest news from foreign media, affected by the chip shortage, two giant-level American companies have recently announced suspension of production.
The first giant is General Motors in the United States, and its six factories in North America will be officially suspended; the second giant in is Ford in the United States, which has officially announced the reduction of the production of some models, and factories in various places have begun to experience varying degrees of shutdowns and production suspensions.
There is no doubt that the US automotive industry has entered its lowest trough in history.
So why does this happen? The direct reason is core shortage. The intensification of chip shortage has led to the fact that even top American auto manufacturers such as General Motors and Ford have to officially announce production suspension!
It should be known that since the Japanese semiconductor industry was suppressed, the US semiconductor industry has always held more than 90% of the global semiconductor industry. Even though its market share has declined in recent years, it has remained at around 50%.
However, in the field of chip manufacturing, Asian companies have gradually begun to come from behind. To this day, TSMC and Samsung alone account for nearly 80% of the global chip manufacturing market share.
And this is naturally unacceptable to the United States!
Considering that the US corporate industry is now in an unprecedented low due to chip shortage, the US has made efforts to make chip manufacturing companies such as TSMC and Samsung, requiring TSMC and Samsung to provide commercial confidential data such as orders and inventory, hoping to achieve "supply chain transparency" of chips.
Of course, from the perspective of TSMC and Samsung, this is a matter that destroys the bottom line and principles, and it is impossible to agree. But I dare not offend the United States, so what should I do?
TSMC Chairman Showdown
According to the disclosure by TSMC Chairman Liu Deyin in an interview with the US " Times Magazine " on October 10, he clearly stated: "In a certain link in the supply chain, someone must be hoarding chips!"
It is obvious that Liu Deyin is showing up. Since you require "supply chain transparency" on the grounds of chip shortage, then I will tell you the "truth of chip shortage" you know.
As for which link is hoarding chips, and who is hoarding chips, you need to check it yourself.
and TSMC's previous statement of "not revealing confidential customer information", it is obvious that the chairman of TSMC is urgently trying to divert the attention of the United States and first solve the chip shortage problem of the US automotive industry, and then discuss whether to submit commercial confidential data.
It is worth noting that according to the announcement recently released by the State Administration for Market Regulation, many car dealers of have sold car chips at an additional price. The chips with original prices of less than 10 yuan were sold at a high price of more than 400 yuan, which was directly increased by more than 40 times.
So then again, Liu Deyin's statement is actually not unreasonable. The reason why chip shortages in the automotive industry are so serious is that hoarding is definitely one of the most important factors.
was written at the end. Why is there a global chip shortage in
? Why is TSMC's current situation so embarrassing? In fact, this is a chain reaction caused by the United States' suppression of , Huawei .
The United States used the means of cutting off Huawei's chip supply chain and forced TSMC to stop manufacturing for Huawei. Huawei would naturally resist, so Huawei rushed to stockpile a large number of chips before the ban was officially implemented.
At the same time, the US's approach also made everyone in danger of other companies, so they will inevitably learn from Huawei and prepare some inventory chips in advance.
Originally, even if this is the case, the chip shortage would not have spread to such a large extent. However, with uncontrollable factors such as earthquakes, blizzards, typhoons, and epidemics, the chip production capacity has been greatly reduced.
As a result, the global chip shortage has become increasingly serious, and it has now affected the life and death of many industries.
So, now the two giants in the United States announced that they had stopped production due to chip shortage, which can be said to have truly interpreted what it means to "shoot yourself in the foot"!
