Global chip shortage: How microchips became one of the worlds most precious resources

[Uguduwa]

Freedom chips incoming.

 

[Uguduwa]

No one likes to hear “I told you so,” but organizations could have done a better job planning for these shortages. Instead, poor decision-making prevailed. For example, aggressive lean inventory practices left many manufacturers vulnerable. As vehicle sales began to rebound in the third quarter, automakers were slow to order more semiconductors and then lost out to more nimble electronics manufacturers that had visibility into the bigger picture and longstanding relationships with semiconductor manufacturers. The electronics manufacturers planned accordingly and secured their supply lines prior to November 2020.

https://hbr.org/2021/02/why-were-in-the-midst-of-a-global-semiconductor-shortage

 

[Uguduwa]

American foreign policy must abandon its “reflexive confidence in competitive markets,” Jennifer Harris of the Roosevelt Institute and Jake Sullivan, now Mr. Biden’s national security adviser, wrote in Foreign Policy a year ago. “Advocating industrial policy (broadly speaking, government actions aimed at reshaping the economy) was once considered embarrassing—now it should be considered something close to obvious.”

With a $50 billion incentive program, the SIA predicts the U.S. share of capacity would rise to 14% in a decade. Time, it says, is of the essence: Manufacturers are deciding now on locations that will lift capacity 56% in the next decade. Incentives will likely influence plans by TSMC and Samsung Electronics Co. to build fabs in the U.S.

https://www.wsj.com/articles/chinas-rise-drives-a-u-s-experiment-in-industrial-policy-11615381230

 

[FairAndUnbiased]

https://www.wsj.com/articles/chinas-rise-drives-a-u-s-experiment-in-industrial-policy-11615381230

Only totalitarian Soviet Russia practices so called "economic planning" AKA big government interference with all American beer drinking football watching CEOs. Only the free market can make America prosperous, leave that commie shit to the Ruskies and Chinese.

 

[313ghazi]

They're all being used in the covid vaccines - hence the shortage.

 

[PeaceGen]

Freedom chips incoming.

Very educational. Thanks.

i think the chips industries of the world need to each serve a domestic market, and that design of chips is something that several large industrial nations need to educate a small part of their workforce towards.

i believe the world is best off with multiple large nations that each have a solid foundation for strength and flexibility, so that the cost of going to war simply becomes too high.

 

[Uguduwa]

Only totalitarian Soviet Russia practices so called "economic planning" AKA big government interference with all American beer drinking football watching CEOs. Only the free market can make America prosperous, leave that commie shit to the Ruskies and Chinese.

Subsidizing certain industries to serve national interests is not economic planning. US has been subsidizing Boeing for ages in the form of military contracts.

Very educational. Thanks.

i think the chips industries of the world need to each serve a domestic market, and that design of chips is something that several large industrial nations need to educate a small part of their workforce towards.

i believe the world is best off with multiple large nations that each have a solid foundation for strength and flexibility, so that the cost of going to war simply becomes too high.

R&D part is never the problem for the US. It was outsourcing manufacturing that was the problem. The point of one of the posts is to say that US will heavily increase chip manufacturing capabilities in the near future.

 

[Splurgenxs]

 

[Uguduwa]

Qualcomm struggles to meet chip demand as shortage spreads to phones: sources

Qualcomm Inc is struggling to keep up with demand for its processor chips used in smartphones and gadgets, as a chip shortage that first hit the auto industry spreads across the electronics business, industry sources told Reuters.

www.reuters.com

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Chip shortage turns to drought

Taiwan is also suffering from a siphoning of talent, according to Kathrin Hille in Taipei. The New Taipei City’s prosecutor office has accused Beijing-based Bitmain, which designs computers to “mine” bitcoin and other cryptocurrencies, of using two companies registered in Taiwan to recruit “several hundred R&D staff in the course of three years”. It accused the Chinese company of “severely threatening the development of our semiconductor industry”.


Europe and the US are trying to reduce their dependency on Asia for chip production by building up their own industries. A letter on Monday, sent by the Semiconductor Industry Association and eight other tech industry bodies to the White House, thanked President Biden for tackling supply chain problems and urged him to fund the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act. They also asked for tax incentives for semiconductor manufacturing equipment and for expenses related to domestic expansion.

Chip shortage turns to drought

Russia slows Twitter, Roblox soars on debut, Sonos Roam

www.ft.com

 

[Beast]

Qualcomm struggles to meet chip demand as shortage spreads to phones: sources

Qualcomm Inc is struggling to keep up with demand for its processor chips used in smartphones and gadgets, as a chip shortage that first hit the auto industry spreads across the electronics business, industry sources told Reuters.

www.reuters.com

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Chip shortage turns to drought

Chip shortage turns to drought

Russia slows Twitter, Roblox soars on debut, Sonos Roam

www.ft.com

Young American looks to banking and business. They rather do quick buck on wall street than slog in manufacturing and R&D center of semi-conductor. Leave that to East Asia.