A sharp rise in demand for semiconductor components in the automotive segment at the end of the year led to severe shortages that forced the governments of the United States, Germany and Japan to ask the Taiwan authorities to promote priority production of the needed chips. New production lines for these needs will appear only in the third quarter.
As the resource DigiTimes notes, Taiwanese manufacturers are ready to put into operation additional lines that could serve orders from automakers and their partners, but the construction of additional capacities will take up to six months, and therefore it will be possible to count on them only in the third quarter of this year.
Such assessments correlate with the comments of other market participants. GlobalFoundries notes that the demand for auto components has doubled, to meet the demand, the company is doubling its capital expenditures for the current year, but the problem cannot be solved overnight. According to Reuters, the management of TSMC, after consulting with the Taiwan authorities, promised to provide comprehensive assistance to automakers, but at the first stage, the production of auto components can only be increased by optimizing the production lines used. Some of the components will have to be transferred to more advanced lithography, since historically they have been content with more mature technologies.
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