Chipmaker Taiwan Semiconductor Dominant in Automaker Price Negotiation

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  • #25340
    ThePitBoss
    Participant

    The global semiconductor chip shortage, the result of…

    [article]2214[/article]

    #25391
    TradersCom
    Keymaster

    $GM >>Exclusive-General Motors Says #Semiconductor Shortage Will Impact GM Production In 2021
    via ??? @chigrl

    #25570
    ClemSnide
    Participant

    CEO of Renesas Electronics Corporation (TSE:6723), a premier supplier of advanced semiconductor solutions, said the chip shortage may extend into the back half of 2021. Continuing the stress on the auto industry and others with the chip shortage.

    About Renesas Electronics Corporation

    Renesas Electronics Corporation (TSE: 6723) delivers trusted embedded design innovation with complete semiconductor solutions that enable billions of connected, intelligent devices to enhance the way people work and live. A global leader in microcontrollers, analog, power, and SoC products, Renesas provides comprehensive solutions for a broad range of automotive, industrial, infrastructure, and IoT applications that help shape a limitless future. Learn more at renesas.com.

    #25635
    Super Harley
    Participant

    Short supply automotive chip supply squeezed further with fire halting production at Renesas Electronics is one of the biggest suppliers of auto chips.

    The fire at the Japanese plant was on Friday after a fire broke out in one of its clean rooms.
    Chief Executive Officer Hidetoshi Shibata said on Sunday that the firm is targeting to resume production at the plant within a month.

    #25737
    TradersCom
    Keymaster

    [size=5][b]White House studying supply chain ‘stress tests’ after semiconductor shortages, sources say
    [/b][/size]
    KEY POINTS

    The White House is considering requesting that supply chains undergo “stress tests” of hypothetical scenarios and suggest stockpiling of certain critical items, sources say.

    https://www.cnbc.com/2021/04/01/white-house-studying-supply-chain-stress-tests-after-semiconductor-shortages-sources-say-.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1617289537

    #25840
    Super Harley
    Participant

    Taiwan Semiconductor Manufacturing Company reportedly increasing its capital spending plans for FY21 to $30-31 bln from $25-28 bln. Being reported as new but may be a part of the March 31 announcement when said it would spend $100 bln over next three years.

    #25881
    Helmholtz Watson
    Participant

    $F Ford Motor: The Global Chip Shortage Is Creating Downtime At Plants The Weeks Of April 19 And 26

    #26019
    Super Harley
    Participant

    Ford Motor Q1 21 Earnings Hit by Semiconductor Shortage

    – Automotive Revenue: $33.6B (exp $31.3B)
    – Adj EPS: $0.89 (exp $0.20)
    – Sees Losing 10% Of Planned H2 Production
    $F 12.03▼ 0.40 (-3.18%)

    #26414
    Helmholtz Watson
    Participant

    [size=5][b]Chip lead times longest wait time since the firm began tracking the data in 2017,
    [/b][/size]

    – Chip lead time is the gap between ordering a semiconductor and taking delivery

    increased by seven days to 18 weeks in May from the previous month
    gap is the longest wait time since the firm began tracking the data in 2017
    gap is now more than four weeks longer than the previous peak in 2018

    Note gap is shrinking with automotive chips.

    Via Bloomberg citing research by Susquehanna Financial Group:

    #26427
    Helmholtz Watson
    Participant

    Reports that Taiwan Semiconductor Manufacturing Company #TSMC will raise prices by 10 to 20% in 2022 via #Taiwan Media

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