Yup, more iPhones got made this month than the entire global automotive industry made cars in 2019.
Personal electronics manufacturers demands will be met first as they have the wallet. Samsung has to uphold production agreements and is having difficulty supplying their own electronics arm with product.
Not to mention are one of the worst in terms of penny pinching, combined with sometimes ridiculous expectations of suppliers. A bad combination.
Great visual breakdown of the two highest nodes (7nm and 5nm):
I believed you. I have been saying 2023 for awhile. I don’t know if that’s even realistic now. All the chip manufactures are running beyond designed capacity. The fastest a new plant has been put online is around 18 months.
At least they'll be stateside. Both TSMC and Samsung are looking to open plants in the US.
Damn straight on that one. This issue is probably one of the biggest issues on the planet.
It wasn't doubt Mik, it was hope. I really feel bad for anyone not getting a car this year.
When it comes to chips, the automotive industry is a grain of hand in the Sahara.Great visual breakdown of the two highest nodes (7nm and 5nm):
Automotive industry is squeezed in with the "Others"...
I personally don't see them risking it. They invade Taiwan, they'll not only suffer economically with the rest of the world, they risk sparking a direct confrontation with the US. In spite of their sabre-rattling they REALLY don't want that. Nobody wants that. They have more bodies, but we have a hell of a lot more hardware, especially in the areas of aircraft carriers and total air/sea power. That kind of disparity gets messy and nuclear real quick. China would lose strategically. Everyone would lose on the human level.
The literature i read stated production over all was not going to scale up dramatically, thus meaning you get your shit when we make your shit. LOL. Who knows what the reality is.
