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The German finance minister wrote to the Taiwanese government hoping to increase the supply of chips. According to an expert analysis, this once again highlights the importance and rank of TSMC in the global supply chain, but is estimated to be the first 2 It will be able to help in the supply of automotive chips in the first quarter, and it may take some time before the supply shortage situation eases.
2020 The global automotive market faced the impact of the epidemic in 2009 and only slowly recovered in the second half of the year, however, due to a severe shortage of automotive chips, it faces the threat of a reduction in production.
Following previous reports that major automakers in the United States, Germany, and Japan expected the Taiwanese government to assist in the acquisition of TSMC chips through their relationship; yesterday, foreign media reported that German Economy Minister Atmel (Peter altmaier) He wrote personally to the Taiwanese government to urge the Taiwanese government to increase the supply of chips for the struggling auto industry, and I hope to send a clear message to TSMC.
According to Liu Peizhen, a researcher at the Taiwan Economic Research Institute, catalyzed by the epidemic, the rapid development of high-efficiency computing, the Internet of things, consumer electronics and mobile devices last year caused an increase in the chip demand. they were placed in TSMC very early; on the contrary, the global auto industry has been affected by the epidemic Last year 3 Work slowly resumed in the quarter and due to the order backlog, the wafer order production schedule came to an end.
Liu Peizhen pointed out that as the supply of automotive chips remains in short supply, car terminal manufacturers are facing production cuts, and the development of the German auto industry and automotive electronics has always been a global focus. affect the pace and momentum of economic recovery in Germany and Europe This is speculated to be the main reason for the unusual decision of the German Finance Minister to write to the government of Taiwan.
However, this also highlights the importance of TSMC’s advanced global manufacturing process and its position in the industrial supply chain.Automotive electronic chips are not only manufactured by TSMC, but TSMC has a relatively complete process distribution, the largest capacity production and best performance. And other advantages.
Today, TSMC’s production capacity is fully loaded. Liu Peizhen said that both advanced and mature processes are rare. To meet the needs of all customers, TSMC has continued to increase capital expenditures and expand factories. However, according to the scheduled schedule, it will be the first 2 It is expected that it will take some time to alleviate the shortage of automotive electronic chips.
(Author: Wu Jiarong; First Map Source: shutterstock)
New knowledge of science and technology, updated from time to time
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