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I think the focus on automotive manufacturers has been exaggerated. Automotive orders are definitely a contributing factor, but the popular narrative is putting
by PragmaticPulp 6y ago
I think the focus on automotive manufacturers has been exaggerated. Automotive orders are definitely a contributing factor, but the popular narrative is putting too much emphasis on a single industry.
The reality is, like you said, demand for consumer devices across the board has spiked. Not just cars, but phones and video game consoles and everything else. Cars are a part of it, but I don't see how we would have avoided a chip shortage if auto makers hadn't cancelled some previous orders and then resubmitted them.
- ksec 6y ago> Automotive orders are definitely a contributing factor, but the popular narrative is putting too much emphasis on a single industry. Yes. All because no one give a damn before the Car Manufacture started to become very vocal about it, politician picked it up because it affect jobs, and jobs affect vote. Then it become a news story in mainstream media, then people started blaming TSMC, that also fit the narrative of relying on TSMC being far too dangerous for National Security. Then people want Digital Sovereignty ( whatever that means ). Then companies will ask for government incentives...... and on and on and on.....
- xyzzy123 6y agoI think media latched onto it as the most compelling story. The cost of the chips is only a tiny fraction of the cost of the whole vehicle. Cellphones, game consoles, smart gadgets? Ok, chip shortage, seems understandable. Whole car factories shutting down because they can't get a few grams of chips per car feels like a dramatic and new kind of supply chain failure.