There are still no obvious signs of relief, the scope of influence is still expanding, and Nissan is also affected. People familiar with the matter said that their multiple factories in Japan will significantly reduce production next month due to chip shortages.
Resolving the current shortage of automotive chips requires strong support from chip foundries. TSMC, the world’s largest chip foundry, announced in January this year that they will provide automotive chip suppliers with capacity support as their top priority.
In the first quarter earnings analyst conference call, TSMC CEO Wei Zhejia also talked about the tight supply of automotive chips. Wei Zhejia said on the earnings analyst conference call that starting from 2018, the global auto market has been weak.
After entering 2020, the epidemic has had an impact on the auto market and also affected the auto supply chain. Their customers in the automotive field have been reducing The order lasted until the third quarter of last year, but the order resumed suddenly in the fourth quarter.
At the meeting, Wei Zhejia also mentioned that after the shortage of automotive chips, they are also trying their best to support customers. In January this year, they announced that they would provide capacity support for automotive customers as their top priority.
In cooperation with customers in other fields, reallocate the capacity of the fab. However, the sudden Blizzard in Texas and the sudden interruption of production in some factories in Japan have exacerbated the tight supply of automotive chips.
Although the current shortage of automotive chips continues, Wei Zhejia said at the meeting that with the recovery of other manufacturers’ production and the increase in their production capacity, they expect the shortage of automotive chips to improve significantly in the next quarter.
But judging from the information disclosed by Wei Zhejia, after the production of automobile chips, it will take some time to be used in automobile production. He mentioned at the meeting that the automotive supply chain is long and complicated. From chip production to automotive chips, it takes at least 6 months, with multiple suppliers in between.