TSMC: Call on automotive IC factories to build buffer stocks to avoid chip shortages

On September 15, the person in charge of TSMC's Automotive & Microcontroller Business Development Department stated that when mobile phones and consumer electronics are relatively weak, it is recommended that automotive IC factories build buffer stocks. Up, there will be no shortage of chips.

PSMC: About 80% of automotive semiconductors are mature processes, and everyone has the opportunity

On September 15, the chairman of RSMC revealed that he had discussed the business opportunities of automotive semiconductors with the president of TSMC. The two believed that only a small part of automotive semiconductors used advanced processes below 14 nanometers, and most, about 80%, were mature at above 28 nanometers. process, so "everyone has a chance", and it brings more business opportunities than mobile phones.

In the past, the cost of chips required for a car in a traditional car factory was about US$500 or US$600, which can be said to be insignificant in the automotive supply chain. Starting from Tesla, due to the modular design of electric vehicles, the time required to test the reliability of the chip is not so long, which has brought revolutionary changes and a major change in the role of semiconductors in automotive electronics.

In the future, there will be more and more applications of AI and automation in automobiles, and the automotive market will be the mainstream trend driving the next wave of IC design and foundry.