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SVTPerformance's Chain of Restaurants
Road Side Pub
Frying Pan Into the Fire -- Chip Shortage
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<blockquote data-quote="Weather Man" data-source="post: 16645671" data-attributes="member: 137766"><p>A little good news.</p><p></p><p></p><p><a href="https://seekingalpha.com/news/3718503-tsmc-reportedly-signs-multiple-auto-chip-deals-amid-capacity-expansion" target="_blank">TSMC reportedly signs multiple auto chip deals amid capacity expansion</a></p><ul> <li data-xf-list-type="ul">Taiwan Semiconductor Manufacturing Co. (NYSE:<a href="https://seekingalpha.com/symbol/TSM" target="_blank">TSM</a>) is reportedly ramping up capacity and prioritizing automotive chips after signing multiple contracts through 2022.</li> <li data-xf-list-type="ul"><a href="https://www.digitimes.com/news/a20210723PD212.html" target="_blank"><em>DigiTimes </em>sources</a> say TSMC is actively working with the auto supply chain to help alleviate the global chip shortage, which is expected to ease starting in the third quarter.</li> <li data-xf-list-type="ul">United Microelectronics (NYSE:<a href="https://seekingalpha.com/symbol/UMC" target="_blank">UMC</a>) and other Taiwan-based foundries are expected to follow TSMC's lead in prioritizing the fabless auto chip customers.</li> <li data-xf-list-type="ul">TSMC CEO C.C. Wei recently said the company's auto chip output was up about 30% year-over-year during the first half of 2021. The company remains on track to finish the year with output 60% above 2020 levels.</li> <li data-xf-list-type="ul">TSMC expects 28-nanometer to be the primary process technology for its auto chip manufacturing. The company plans to add 28nm lines at its factory site in Nanjing, which will have an additional 40,000 wafers installed by mid-2023.</li> <li data-xf-list-type="ul">The automotive chip shortage started when the pandemic spiked chip demand in areas like consumer electronics while vehicle sales dropped, leading automakers to pull back on chip orders. When the auto market had a faster than expected recovery, foundries didn't have the capacity slots available to add automakers fully back into the fold.</li> <li data-xf-list-type="ul">The chip shortage was further stretched by weather-related power outages at Samsung, Infineon (<a href="https://seekingalpha.com/symbol/IFNNY" target="_blank">OTCQX:IFNNY</a>), and NXP Semiconductors (NASDAQ:<a href="https://seekingalpha.com/symbol/NXPI" target="_blank">NXPI</a>). Auto chip giant Renesas (<a href="https://seekingalpha.com/symbol/RNECF" target="_blank">OTCPK:RNECF</a>) was then hit by a fire at a chip plant that put its production behind.</li> <li data-xf-list-type="ul">The majority of the automotive chip companies outsource at least some of their chip production to TSMC. The most notable exception is STMicroelectronics (NYSE:<a href="https://seekingalpha.com/symbol/STM" target="_blank">STM</a>), which sticks to in-house auto chip production.</li> <li data-xf-list-type="ul">Earlier this week, auto chip company Texas Instruments (NASDAQ:<a href="https://seekingalpha.com/symbol/TXN" target="_blank">TXN</a>) reported upside earnings with a weak third-quarter forecast that <a href="https://seekingalpha.com/news/3718144-texas-instruments-pulls-semiconductor-stocks-lower-after-soft-guidance" target="_blank">sent semiconductor stocks lower. </a></li> <li data-xf-list-type="ul">Intel CEO Pat Gelsinger said during yesterday's earnings call that <a href="https://seekingalpha.com/news/3718338-intel-stock-drops-after-soft-q3-revenue-forecast" target="_blank">he expects the global chip shortage to continue for another year or two. </a></li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16645671, member: 137766"] A little good news. [URL='https://seekingalpha.com/news/3718503-tsmc-reportedly-signs-multiple-auto-chip-deals-amid-capacity-expansion']TSMC reportedly signs multiple auto chip deals amid capacity expansion[/URL] [LIST] [*]Taiwan Semiconductor Manufacturing Co. (NYSE:[URL='https://seekingalpha.com/symbol/TSM']TSM[/URL]) is reportedly ramping up capacity and prioritizing automotive chips after signing multiple contracts through 2022. [*][URL='https://www.digitimes.com/news/a20210723PD212.html'][i]DigiTimes [/i]sources[/URL] say TSMC is actively working with the auto supply chain to help alleviate the global chip shortage, which is expected to ease starting in the third quarter. [*]United Microelectronics (NYSE:[URL='https://seekingalpha.com/symbol/UMC']UMC[/URL]) and other Taiwan-based foundries are expected to follow TSMC's lead in prioritizing the fabless auto chip customers. [*]TSMC CEO C.C. Wei recently said the company's auto chip output was up about 30% year-over-year during the first half of 2021. The company remains on track to finish the year with output 60% above 2020 levels. [*]TSMC expects 28-nanometer to be the primary process technology for its auto chip manufacturing. The company plans to add 28nm lines at its factory site in Nanjing, which will have an additional 40,000 wafers installed by mid-2023. [*]The automotive chip shortage started when the pandemic spiked chip demand in areas like consumer electronics while vehicle sales dropped, leading automakers to pull back on chip orders. When the auto market had a faster than expected recovery, foundries didn't have the capacity slots available to add automakers fully back into the fold. [*]The chip shortage was further stretched by weather-related power outages at Samsung, Infineon ([URL='https://seekingalpha.com/symbol/IFNNY']OTCQX:IFNNY[/URL]), and NXP Semiconductors (NASDAQ:[URL='https://seekingalpha.com/symbol/NXPI']NXPI[/URL]). Auto chip giant Renesas ([URL='https://seekingalpha.com/symbol/RNECF']OTCPK:RNECF[/URL]) was then hit by a fire at a chip plant that put its production behind. [*]The majority of the automotive chip companies outsource at least some of their chip production to TSMC. The most notable exception is STMicroelectronics (NYSE:[URL='https://seekingalpha.com/symbol/STM']STM[/URL]), which sticks to in-house auto chip production. [*]Earlier this week, auto chip company Texas Instruments (NASDAQ:[URL='https://seekingalpha.com/symbol/TXN']TXN[/URL]) reported upside earnings with a weak third-quarter forecast that [URL='https://seekingalpha.com/news/3718144-texas-instruments-pulls-semiconductor-stocks-lower-after-soft-guidance']sent semiconductor stocks lower. [/URL] [*]Intel CEO Pat Gelsinger said during yesterday's earnings call that [URL='https://seekingalpha.com/news/3718338-intel-stock-drops-after-soft-q3-revenue-forecast']he expects the global chip shortage to continue for another year or two. [/URL] [/LIST] [/QUOTE]
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Frying Pan Into the Fire -- Chip Shortage
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