The global automotive industry has panicked for semiconductor chip shortages. In order to meet the needs of the automotive industry, TSMC, Samsung and other foundries have expanded their production capacity and accelerated the supply speed in order to meet the order needs of these customers; but for this situation, Samsung Electronics ( Samsung Electronics also said that this wave of automotive chip shortages may affect the supply of smartphone storage chips from foundries.
In fact, in order to speed up the supply of automotive chips, the foundry is fully loaded with capacity, but this will further affect the foundry's ability to accept new orders and may also slow down the delivery of smartphone chips. Samsung pointed out that the production speed of DRAM and NAND orders for mobile devices such as mobile phones and tablets may be squeezed by orders for automotive chips and the delivery speed will slow down.
According to the “Financial Times” report, TSMC has stated a few days ago that it will speed up the production of automotive-related products; and TSMC also pointed out that although the company's production capacity has tried its best to meet the needs of various industries, TSMC will still redistribute wafer production capacity. Support the global automotive industry.
In fact, the United States, Germany, Japan, and other major automobile countries have called on the Taiwanese government to require TSMC and other manufacturers to increase the supply of automotive chips; then the Minister of Economy Wang Meihua also invited TSMC, UMC, Power Semiconductor Manufacturing, and the world's four leading manufacturers to drink Coffee, please these manufacturers can support the supply of automotive chips as soon as possible.
In order to accelerate the supply of automotive chips, the "Financial Times" also pointed out that Samsung has considered urgently expanding the production capacity of its fabs; Samsung said on Thursday that the market is driven by strong demand for 5G technology and chips used in high-performance computers. In the fourth quarter of last year, Samsung's foundry business set a record for its revenue. As the price of chips continues to rise, Samsung's semiconductor business is expected to grow in 2021.