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Wouldn’t carmakers instead buy capacity from people making USB chargers etc? I would think the cost of downtime would have them paying any price.
by spoonjim 5y ago
Wouldn’t carmakers instead buy capacity from people making USB chargers etc? I would think the cost of downtime would have them paying any price.
- simfree 5y agoIt takes 1 to 2 quarters for silicon to be manufactured, we are seeing the results of decisions that were finalized in early 2021 with regard to what is available today to buy.
- hristov 5y agoAuto chips are usually a higher grade than consumer. They have to be able to handle wide ranges of temperature and moisture and also handle vibration. There is usually an extensive testing process until a chip gets qualified for auto production. This is especially true for chips used in the drivetrain and/or safety systems. There are some cases where a foundry is already qualified for an auto grade chip and they make a consumer chip in addition to it on the same equipment. They can stop making the consumer chip and devote 100% of their capacity to the auto grade chip. If that is a possibility, I am sure it is already happening. But a lot of foundries that make consumer chips simply aren't qualified to make auto grade chips, so they cannot move production.