Industry Trends
BMW, Stellantis make deals with chipmakers for supply chain stability
BMW and Stellantis recently signed deals with component manufacturers and foundry service providers to ensure they had a steady supply of microelectronics. Other major carmakers, including Ford, have adopted the same strategy to combat the global chip shortage.
Read MoreSamsung selects Taylor, Texas as location for $17 billion chip factory
Samsung announced it would establish a $17 billion cutting-edge chip fab in Taylor, Texas. Once operational in 2024, the plant will produce 5G, artificial intelligence, high-performance computing, and mobile device components.
Read MoreBosch investing $451M to expand capacity amid chip shortage
Bosch revealed it would spend €400 million ($451 million) to expand its semiconductor manufacturing resources in three locations. The conglomerate is committed to producing silicon carbide (SiC) components at volume, which has big implications for the auto industry.
Read MoreChinese semiconductor production fell in October due global chip shortage
In October, Chinese component output dropped by several hundred million units, likely due to the impact of the global chip shortage. However, local leaders and manufacturers are working on expanding regional production capacity significantly.
Read MoreTexas Instruments to build 300mm multi-fab complex in home state next year
Texas Instruments recently announced plans to establish a large 300mm chip complex in its home state. The firm wants to invest around $30 billion to establish four fabs on-site, with production to commence in 2025.
Read MoreAlibaba and Tencent unveil high-powered, self-designed enterprise chips
Chinese tech giants Alibaba and Tencent recently debuted high-performance microchips that they designed in-house. The new components will help both conglomerates optimize their respective digital ecosystems and further China’s semiconductor industry goals.
Read MoreAMD lands contract to provide Meta with server chips
AMD recently revealed it agreed with Meta to supply it with server chips to support Facebook and its other products. That development will have two significant impacts on the broader semiconductor industry that could benefit smaller manufacturers.
Read MoreWorsening ABF substrate shortfall could extend global chip shortage beyond 2023
ABF substrate, a critical semiconductor raw material, is in increasingly short supply, negatively impacting multiple leading chipmakers. The scarcity of the resource could extend the global chip shortage.
Read MoreSamsung to triple production capacity by 2026 amid rising demand
Samsung recently revealed it will be tripling its chip manufacturing capacity by 2026. The company is also launching a groundbreaking new component fabrication process to bolster its foundry services market share.
Read MoreAMD, Nvidia, and Intel CEOs predict global chip shortage will continue into 2023
The chief executives of AMD, Nvidia, and Intel expressed the belief the global chip crunch would drag on into 2023. Industry leaders believe the ongoing bottleneck will negatively impact the 2021 holiday shopping season.
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