India says it can become the world's largest semiconductor manufacturing location in the next 4-5 years, "if you have the right ecosystem in place", according to Ashwini Vaishnaw, Minister of India's Electronics and Information Technology Union. “We know for sure that...
Japan and U.K. deepen bilateral ties with new defense and tech pact
Britain and Japan have upgraded bilateral ties to an “enhanced” global strategic partnership after agreeing on a “landmark” deal to step up defense, trade and technology cooperation. Rishi Sunak announced £18 billion ($22.5 billion) of new investment by Japanese...
Reshoring gains momentum amid worsening geo-tensions
“We’re not looking to decouple from China. We’re looking to de-risk and diversify our relationship with China,” President Biden clarified before his departure after attending last week's three three-day summit with other G7 leaders in Hiroshima, Japan. Biden announced...
Taiwan placed at epicentre of US and China conflict
Tensions between the US and China are heightening in what is being described as the global battleground for semiconductors. According to The Guardian, the burgeoning conflict between the two nations can be seen in many areas but is most apparent in the semiconductor...
SI: Automotive semiconductor shortage will continue until 2023
Semiconductor Intelligence President, Bill Jewell, believes that it will take time to alleviate the shortage of automotive semiconductors, and the supply chain tension will continue until 2023.
“Shortages of automotive semiconductors will likely remain through at least the year 2023. Although a few automakers indicate they are back at full production, most report continuing shortages. The shortages will prevent automakers from producing enough vehicles to meet demand in 2022 and 2023, resulting in continued high prices for most vehicles,” writes Jewell.
“Automakers and semiconductor suppliers are working to try to prevent such severe shortages in the future. Automakers are adjusting their just-in-time inventory models. Automakers are also working more closely with semiconductor suppliers to communicate their short-term and long-term needs. Semiconductors will become even more crucial to automakers as trends toward electric vehicles and driver-assist technologies continue.”
Due to the long design cycles and long product life, semiconductors used in automotive applications use older process nodes than most other applications, writes Jewell. “Semiconductor manufacturers concentrate their capital spending on the more advanced process nodes, with only modest expansion of capacity in older nodes. TSMC, the dominant wafer foundry, makes 65% of its revenue from advanced process nodes and only 12% of its revenue from nodes of 90 nanometers or greater. Only 5% TSMC’s revenue is from automotive, compared to 38% from smartphones. Thus, automakers are generally a lower priority for foundries.”
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