10 Root Causes Of The Global Chip Shortage

By Author: UTMEL
Total Articles: 5
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1. Monopoly - just a few have it, but a hundred to TSMC and Samsung, who can undertake advanced processes of firms in the world. When demand arises, they are unable to meet it.

2. Raw materials - you want to make something, but you don't have any raw materials. The main force of the manufacture of chips 8 inches fab number began to stretch, resulting in TSMC, SMIC, Samsung, and others in the plight of no rice beneath the pot. There is more chatter that the manufacturing of chip equipment requires certain second-hand purchases.

3. Supply and demand - nothing is lacking, yet something is missing. Sony PS5 game machine, bitcoin mining machine (graphics card GPU), car MCU unit, mobile phone chip (SOC), new energy vehicle power chip (IGBT), as well as consumer Bluetooth headsets, wifi, and drone chips, in short, the production enterprises are so few, everyone wants to go together, and price increases are not acceptable.

4. Panic- stock up on-chip foundry inventory. The chip industry was originally an alow-inventory industry (iteration is too fast, inventory will be sold cheaply), to sell fixed production, insufficient ...
... reserves, millet and other mobile phone manufacturers are afraid of stepping into the aftermath, centralized stock procurement, and consuming the original chip inventory that was not rich.

5. Unfortunate - natural and man-made disasters to put the eggs in a basket, the chicken is sick, the baskets not empty, or the oligarchy problem, but these few originally sit back and relax to make money of the enterprise, earthquake, power outage, epidemic, should almost come together, especially the epidemic led to everyone working at home, learning, but also greatly increased the TV, computer, camera, cloud computing, remote technology chip order increase.

7. Time- chip is not to do the Internet an idea plus capital to take down users can appear out of nowhere Chip is a real dinosaur egg, and less and hard maturity is not enough will definitely not come out of the Netherlands lithography machine, and then give the United States 5 years may not be made, the United States currently has at most 20% of the parts can control the lithography machine manufacturers, this is because Europe, South Korea started early. TSMC global first at least leading the world average for decades, don't forget, these two leading enterprises do not know how many times to overturn, how many times to get up, don't look at people now fat, once afraid that I don't know how many times to starve to death, remember that semiconductors are to pile uptime is a unit of years, China is almost less than 50 years of power, can only rely on anew generation of century-old chip companies to insist on insisting on doing it all the time, but the probability will be because of too long out of the results, exhausting the patience of ZF and capital, Unsustainable (very worried), it really depends on the determination and foresight of each session.

8. passions- I've heard that the car's absence of core is the most pitiful. No one does the thankless job, as the saying goes, and while the vehicle MCU process is not as advanced as the mobile phone process, the fault tolerance rate and hard environment requirements are significantly higher than the mobile phone, but what? The profit is far lower than that of mobile phones, and you stated that the foundry chose whether to create chips for mobile phones or automobiles. You state that 8 inches and 12 inches are to do which chip is more cost-effective, this and that, the manufacturing capacity has been modified, only the equal and high-priced portions, in the case of a lack of wafer raw materials. However, how much is a car, how much is a phone, customers do not price-sensitive, car sales are not good after the price hike, and how much money to buy chips.

9. The game - don't let China on the table, unlike Russia and China's aircraft carriers, these military industries cant rely on the global industrial chain, but the chip must be the global industrial chain cluster development, now many countries follow the UnitedStates, together with the exclusion of China, the factory moved back to their home country, or in Southeast Asia to build a factory, is to restrict us on the table, but ignored the Chinese manufacturing industry.

Coming to China for development can help to ease the scarcity of cores in the world ships. Of course, if you're more concerned about Chinese chips catching up to the world, it will take time; sooner or later, it will.

10. Count and keep
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