Global chip market may reproduce chip shortages, European and American chips may be hit

Due to the well -known factors, the global chip industry may change, especially the chip production of chip companies such as TSMC, Taiwan, and other chip companies in Taiwan may be affected. rise.

Taiwan has the world's strongest chip manufacturing industry chain, platform accumulation and UMC are the largest and third largest chip foundry companies in the world. Six of the chip sealing and testing enterprises are Taiwan, Taiwan, which shows that Taiwan has a strong influence on the global chip market.

In addition to occupying the world's top global in terms of chip production capacity, Taiwan is the absolute advantage in advanced technology production capacity. The current global mass production of 7nm and more advanced technology chip manufacturing companies include TSMC and Samsung. And TSMC relies on its advanced process advantage to occupy most of the market share.

According to data in 2021, TSMC has nearly 70 % of the production capacity to American chips. Chip companies in Europe and other economies have also handed over the chip to TSMC. Since 2020, due to the shortage of supply of automobile chips, car chip companies have even taken the initiative to take the initiative to take the initiative to take the initiative to take the initiative to take the initiative to take the initiative The price increase, and the request is that TSMC allocates more advanced technology capacity to the car chip. It can be said that TSMC determines the supply of advanced chips around the world.

In this case, industry sources point out that once any "wind blows", the global chip manufacturing industry chain will interrupt, and chip supply will have a shortage again, which will cause a blow to many industries in the world.

In fact, there is still a problem of chip shortage in the automotive industry so far. On the one hand, the global advanced technology capacity is still insufficient. TSMC and Samsung's 7nm and more advanced processes are still in a full production state. Family chip manufacturing companies are far from meeting demand.

On the other hand, the demand for chips has surged in the rise of new energy vehicles. People in the industry pointed out that the chip required for each fuel vehicle is up to 70, and the chip of each new energy vehicle reaches 300-500. Energy vehicles have been loaded with many functions, assisting driving, Internet systems, etc. to add cars to promote it to promote more chips. At present, the sales of new energy vehicles are surging, which has promoted the surge in demand for automobile chips.

In this case, once unclear factors occur, then European and American chip supply is bound to be deeply hit, because they cannot find alternative capacity at all in a short time. TSMC and Samsung's factories in the United States are still under construction, and the production time is not determined; re -construction is re -construction; Chip manufacturing, Europe and the United States have lagged behind the chip manufacturing process, and the opening of chip manufacturers also takes time.

If this happens, the global chip price will soar again. In the past two years, due to insufficient chip supply, global chip prices have soared hundreds of times. However, automobile companies still cannot obtain sufficient chip supply. The situation will be more serious.

Industry insiders pointed out that the current global economic system has already become a whole, and cooperation can be win -win. Stability of all parties is the best choice. The globalization of the chip industry chain is undoubtedly one of the globalization of the global economic system. Whoever drives, work together to solve problems more in line with the interests of all parties.

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