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      04-30-2021, 05:42 PM   #22
Flamingi
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Quote:
Originally Posted by chassis View Post
Have names been named, for the companies that make "chips" that are presently directly impacting auto factories?

Which company(ies), and which of their factories, isn't(aren't) making "chips" in the needed quantity or quality?
There are basically three big players in the semiconductor world: TSMC, Intel and Samsung. TSMC is producing ALL of AMDs processors and GPUs (which includes PS5 and Xbox Series X) as well as Nvidia GPU and a big part of Apple Silicon. Just to give you an idea about which scale of production we are talking about. Intel is only producing for them selves, while Samsung produces their own chips, the rest of Apple silicon as well as most of the CPUs you will find in phones (Is there anything Samsung does not do? They even built the Burj Khalifa!). All the things I just numbered are in very big demand due to Covid obviously.

With foundries of that scale everything needs time, a lot of time. We're talking about 5-10 years until you notice the effects of decisions made today. Unfortunately the biggest of those foundries TSMC is running on 110% since they introduced their 7nm manufacturing node. With Intel only producing for themselves there is basically only Samsung that can supply chips in a sufficient manner. Ramping up the capacities is not possible in reasonable time frames (they are building new facilities, but you can probably imagine it takes years until they are ready to go live).

Apart from the automotive industry, you can directly see the effects of that shortage in the supply for graphics cards. They are currently going for double the MSRP (although miners buying up all the cards worsen the situation additionally).
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