Quote:
Originally Posted by W///
Speaking to CBS' "60 Minutes" in comments broadcast on Sunday, TSMC Chairman Mark Liu said they first heard about the shortages in December and the following month began trying to squeeze out as many chips as possible for automakers.
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I wonder how much of that, if any, is new business vs existing. TSMC does fab for NXP, STMicro, etc. but they also have their own fabs. I guess it depends on which products are in short supply. It's not clear to me if they are starting to produce designs that were made elsewhere, or just taking wafer starts from other customers.
I liked this quote from the Nikkei article on this story:
"After yesterday's meeting Wang defended the island's semiconductor manufacturers, saying they had warned customers that reductions in chip orders last year could be "dangerous" for vehicle supply chains."
Here is a good video on how their business works and some estimated costs: