Tesla Overcoming Chip Shortages that Are Crushing Other Carmakers

Auto chip shortages have prevented carmakers from making over ten million cars. The microcontroller shortage after the Renesas fire in Japan and the COVID lockdowns in Southeast Asia caused most of the problems in 2021. Toyota is reducing its 2022 car production target to 8.5 million cars. This Toyota target is down from 9 million …

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TSMC Expanding Capacity with $30B in 2021 and $70B in 2022, 2023

Taiwan Semiconductor Manufacturing Co. (TSMC) raised its 2021 capital expenditure target to $30 billion which is up from the $28 billion plan in January. TSMC CEO C.C. Wei said TSMC expects to invest about $100 billion during the next three years to increase capacity and R&D for leading-edge and specialty technologies. 80% of the budget …

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US Has to Out Innovate China in Long Term Technology Competition

China is seeking technological self-sufficiency and even superiority in key industries. It has concentrated military spending on advanced technologies. Its Belt and Road Initiative proposes a trillion-dollar investment program to project China’s influence across the world. What is China’s grand design, and how should the United States respond to it? China has ripped out the …

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China’s Semiconductor Catchup is Critical to Future Technology Competition

Dr. Walden Rhines, Chief Executive Officer, Mentor Graphics talked about the semiconductor industry. Semiconductors are critical to global technological competition. The world-class semiconductor companies are in the USA, South Korea and Taiwan. Japan and Europe have solid semiconductor technology as well. China lags about 5-10 years behind in this critical technology. China will invest hundreds …

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China will spend big to fix semiconductor dependence as they imported $260 billion in chips versus $162 billion in oil

China imported US$260 billion worth of semiconductors in 2017, more than its $162 billion imports of crude oil. Chinese-made chips made up less than 20% of domestic demand in the same year, according to the China Semiconductor Industry Association. As part of a massive push to lower foreign semiconductor dependence China will be spending tens …

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