Very interesting reason for lack of semiconductor supply for automotive/others in 2021. Daniel nenni. Creator of semiwiki.
capability to supply demand was there. In 2020, manufacturers shutdown machines. Utilization went to 60% from above 90%. To bring that back online takes time. In the meantime. WFH sped up demand and people were also buying cars while wfh. which was surprising but was due to “people cannot fly”. And auto parts manufacturers were caught offguard by sudden spike in demand when they had stopped machines. More reasons as to why cars lagged industry. chips got to modules and then to the car. This is extra step for cars. Do watch…
Nvidia 3nm Delay, RX 7600 Costs, AMD’s TSMC Edge, Intel Earnings | Daniel Nenni | Broken Silicon 203
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