Automakers to Blame for Semiconductor Shortage

Automakers to Blame for Semiconductor Shortage
by Bill Jewell on 04-23-2021 at 8:00 am

Top Automotive Semiconductor Suppliers

Automakers worldwide have scaled back production due to a shortage of semiconductors. Companies which have announced temporary halts on production include Volkswagen, Toyota, General Motors, Ford, Nissan, Honda, Suzuki, Mitsubishi, Daimler (Mercedes) and Stellantis (merger of Fiat-Chrysler and Peugot).

IHS Markit estimates… Read More


Chip Channel Check- Semi Shortage Spreading- Beyond autos-Will impact earnings

Chip Channel Check- Semi Shortage Spreading- Beyond autos-Will impact earnings
by Robert Maire on 03-07-2021 at 10:00 am

Robert Maire 2

– Semiconductor shortage is like toilet paper shortage in early Covid
– Panic buying, hoarding, double ordering will cause spike
– Could cause a year+ of dislocation in chip makers before ending
– Investors, Govt & Mgmt will get a wake up call from earnings hit

Auto industry is just a prominent tip Read More


Morgan Stanley’s Tesla, Ford Misses

Morgan Stanley’s Tesla, Ford Misses
by Roger C. Lanctot on 02-07-2021 at 10:00 am

Morgan Stanley Tesla Ford Misses

Gamestop isn’t the only source of wild stock market gyrations. In fact, one might argue that the crazy valuations gravy train got its start at a humble little car company called Tesla Motors. Tesla’s stock has more than doubled in value from $400, six months ago, to more than $850 today.

Competing, so-called legacy, auto makers… Read More


Ford Prioritizes Safety; Revolutionizes Connectivity

Ford Prioritizes Safety; Revolutionizes Connectivity
by Roger C. Lanctot on 09-11-2019 at 10:00 am

Ford Motor Company’s debt may have been downgraded to junk this week, but the company’s savvy strategy for vehicle safety and connectivity has had an outsize influence on the broader automotive industry.  That is the takeaway message from this week’s ITS California gathering of transportation executives taking place in Los

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Ford Motors Discusses Future Mobility Trends at Synopsys Seminar

Ford Motors Discusses Future Mobility Trends at Synopsys Seminar
by Tom Simon on 11-17-2016 at 4:00 pm

Five or ten years ago it would have been hard to imagine someone from Ford Motors giving the keynote at a technology summit at a major EDA company like Synopsys. However, on November 2[SUP]nd[/SUP], Synopsys hosted a seminar on the topic of Automotive Architecture Design and System Testing, and Ford Technical Fellow Jim Buczkowski… Read More


Ford Seeks Own Path to Car Sharing and IoT

Ford Seeks Own Path to Car Sharing and IoT
by Roger C. Lanctot on 11-10-2016 at 4:00 pm

It’s hard to be a thought leader around the future of transportation when the entire market seems to be moving in one of three directions simultaneously: either ride hailing (Uber, Lyft), car sharing (Zipcar, Car2go) or automated driving (Google, Tesla). If you’re Ford Motor Company and you care about whether you are adding to … Read More


How AT&T Will Turn on Car 2 Car Connectivity

How AT&T Will Turn on Car 2 Car Connectivity
by Roger C. Lanctot on 05-26-2016 at 12:00 pm

Cnet reports that, starting this week, AT&T is offering “Unlimited Plan” customers the option to add connected cars or a ZTE Mobley Wi-Fi plug-in device to their plan for $40/month for unlimited data – $10/month will buy 1GB. The plan applies to certain Buick, Audi, Chevrolet, Cadillac, GMC, Jaguar, Land… Read More


Internet of Things 2015 Year End Review: IoT Business Ecosystem

Internet of Things 2015 Year End Review: IoT Business Ecosystem
by Alex G. Lee on 01-03-2016 at 12:00 pm

Goldman Sachs defines the Internet of Things (IoT) as the third wave of internet revolution: By connecting billions of devices to the internet, the IoT can open up a host of new business opportunities and challenges. According to McKinsey, the IoT has the potential to create up to $6 trillion economic value annually by 2025. According… Read More


Open Source Software Platform Fuels Automotive Innovation

Open Source Software Platform Fuels Automotive Innovation
by Pawan Fangaria on 03-23-2015 at 1:00 pm

These days, most of the innovative concepts in our cars are driven by electronics; not only infotainment systems, but also instrument clusters, safety systems including ADAS (Advanced Driver Assistance Systems), information displays, night vision, airbags, backup camera, stability control, and so on. The upcoming connected… Read More


What does the Ford Mustang and Intel’s Gordon Moore Have in Common with Local Motors?

What does the Ford Mustang and Intel’s Gordon Moore Have in Common with Local Motors?
by Charles DiLisio on 11-06-2014 at 11:00 pm

1964 Vision, Volume and Moore’s Law

The 1964 New York World’s Fair saw Lee Iacocca, then a young 40 year old General Manager, introduce a car that inspired “total performance” and was for a “young America out to have a good time.” This young America would become the baby boomer generation. The Mustang was revolutionary in its affordability,… Read More