Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/index.php?threads/t-j-rodgers-on-chip-shortage.14054/
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2020570
            [XFI] => 1050070
        )

    [wordpress] => /var/www/html
)

T J Rodgers on Chip shortage

Arthur Hanson

Well-known member
T J Rodgers appeared on CNBC. In short, he said manufacturers didn't prepare and chips are not a just in time product, governments poorly run semi projects at best, a free government is the best environment for the industry citing China, Europe and the US when they meddled in the industry. He stated TSM is key and the twelve percent of chips the US provides are key chips and not just commodity chips. He feels government money shouldn't be used because the government's record is poor at best. No link available yet.
 

Daniel Nenni

Admin
Staff member
He speaks the truth, absolutely. Semiconductor manufacturing capacity is not the problem, it is utilization and utilization is controlled by the systems (automotive) companies.

Love TJ's political perspective here and I agree completely.
 

hist78

Active member
Wow, he is honest and bluntly pointed out the mismanagement at those automobile manufacturers, except Toyota.
 

hist78

Active member
"To avoid future chip shortages, Blunt’s group proposed that at least 25% of any federal support for the construction of semiconductor factories must go to U.S. facilities that commit to allocating at least 25% of their capacity to automotive-grade chips."

Unless Bloomberg misquoted what Mr. Blunt said, how can it be possible for US automakers to consume 25% of the capacity of a brand new $10 billion fab?

Let alone many chips needed by auto industry are based on old process and manufactured at old fabs using old equipment. Are they willing to migrate all of them to the new leading edge fab?

Unless Mr. Blunt is talking about to use taxpayers' money to start a new but small fab based on old technology? Can this new fab based on old technology survive?

Am I missing something here?

 

Paul2

Active member
He speaks the truth, absolutely. Semiconductor manufacturing capacity is not the problem, it is utilization and utilization is controlled by the systems (automotive) companies.

Love TJ's political perspective here and I agree completely.

Well,

The semi demand is ever growing, and some supply-demand mismatch has been growing for a long time. It is there, but not because of some dramatic sudden demand/supply spike.

What very few people notice is the 200mm, or notice, but don't give much thought to is 200mm growth that has been going on for close to 5 years now. Speciality, analogue, discretes, and basic MCUs, and ASICs grew many times the speed of the rest of the industry.

People who sold their 200mm are now biting their nails. Second hand market for 200mm fab tools has been scoured dry for 2-3 years by Chinese.
 
Top