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拜登的芯片梦想面临着供应链复杂性的现实检验

美国总统拜登(Joe Biden)周一在华盛顿召集半导体行业高管讨论解决芯片危机的方案，这是提振国内芯片行业的最新举措。

  • 路透
  • 2021年4月13日18:38美国标准时间
这种图像传感器的短缺导致现代汽车在韩国的工厂闲置，使其成为最新一家受到全球供应问题影响的汽车制造商，包括通用汽车(gm . n:行情)、福特汽车(Ford Motors Co .)和大众汽车(Volkswagen)在内的大多数汽车制造商的生产受到影响。
这种图像传感器的短缺导致现代汽车在韩国的工厂闲置，使其成为最新一家受到全球供应问题影响的汽车制造商，包括通用汽车(gm . n:行情)、福特汽车(Ford Motors Co .)和大众汽车(Volkswagen)在内的大多数汽车制造商的生产受到影响。
文/ Hyunjoo Jin, Stephen Nellis

旧金山:为了理解总统乔•拜登(Joe Biden)苹果公司在应对困扰汽车制造商和其他行业的半导体短缺方面所面临的挑战，想想一家美国公司提供的芯片现代美国汽车公司的新款电动汽车IONIQ 5。

这款芯片是安森半导体公司(On Semiconductor)设计的一款相机图像传感器，它的生产始于意大利的一家工厂，在那里，未经加工的硅片上印有复杂的电路。

这些晶圆首先被送往台湾进行包装和测试，然后被送往新加坡储存，然后被送往中国大陆组装成一个相机部件，最后被送到韩国的一家现代汽车零部件供应商，最后到达现代汽车的汽车厂。

这种图像传感器的短缺导致现代汽车(Hyundai Motor)在韩国的工厂闲置，使其成为最新一家受到全球供应问题影响的汽车制造商，这些问题严重影响了大多数汽车制造商的生产通用汽车公司还有福特汽车公司大众汽车．

图像传感器的曲折历程表明，芯片行业既要提高产能以解决当前的短缺问题，又要重振美国芯片制造业，将是多么复杂。查看图形，请单击https://tmsnrt.rs/3dW8nbN

美国总统拜登(Joe Biden)周一在华盛顿召集半导体行业高管讨论解决芯片危机的方案，这是提振国内芯片行业的最新举措。他还提出了500亿美元来支持芯片制造和研究，这是他2万亿美元基础设施计划的一部分，他说这将有助于美国赢得与中国的全球竞争。

其中大部分资金可能将用于建设价值数十亿美元的先进芯片工厂英特尔，三星台积电。但行业高管表示，解决更广泛的供应链问题至关重要，拜登政府面临着对供应链的哪些部分进行补贴的复杂选择。

安森美半导体高级副总裁David Somo对路透表示:“试图在一个特定地点重建从上游到下游的整个供应链是不可能的。”“这会非常昂贵。”

美国目前仅占全球半导体制造产能的12%左右，低于1990年的37%。行业数据显示，目前全球80%以上的芯片生产都在亚洲。

1000步，70条边界

生产一个计算机芯片可能涉及1000多个步骤、70个不同的边境口岸和一大批专业公司，其中大多数在亚洲，基本上不为公众所知。

这一过程从平板大小的硅片开始。在被称为“晶圆厂”的芯片工厂，电路被蚀刻到硅中，并通过一系列复杂的化学过程在其表面建立起来。

下一步——包装——很好地说明了供应链面临的挑战。

晶圆厂生产出来的晶圆片上有数百甚至数千个指甲大小的芯片。他们必须切成单独的芯片，并放入一个包装。

传统上，这意味着将每个芯片放在“引线框架”上，并将其焊接到电路板上。然后，整个组件将被包装在一个树脂盒中以保护它。

这一过程非常劳动密集，导致芯片公司几十年前就将其外包给台湾、马来西亚、菲律宾和中国大陆等地。

包装环节本身有自己的供应链:例如，韩国的Haesung DS为汽车芯片生产包装组件，然后出口到马来西亚或泰国，为英飞凌(Infineon)和恩智浦(NXP)等客户服务。这些公司，或者在某些情况下是分包商，然后为博世(Bosch)和大陆集团(Continental)等汽车供应商组装和包装芯片，后者再向汽车制造商提供最终产品。

"如果他们(拜登政府)想要在这方面取得成功，就必须帮助重建美国的封装行业，"加州芯片封装公司Promex执行长Dick Otte表示。

“否则就是浪费时间。这就像造了一辆车，却没有可以装上去的车身。”

但新的芯片封装工艺的劳动密集型要低得多，这让一些美国芯片制造商相信，它们可以从国外引进。

今年10月，总部位于明尼苏达州的芯片代工公司SkyWater Technology收购了佛罗里达州的一家工厂，计划在那里建造先进的封装生产线。

天水科技(SkyWater Technology)首席执行官托马斯·桑德曼(Thomas Sonderman)说，“整个行业都认为，这一切都需要在这里实现。”

更快的周转

南加州大学(University of Southern California)电气与计算机工程教授托尼·列维(Tony Levi)表示，重建美国封装行业不仅可以使芯片公司及其客户免受政治风险的影响，还可以帮助他们摆脱制造新芯片所涉及的长周期。

通过更多地在本土生产，美国芯片公司可以更频繁地生产更小规模的芯片，加快创新，并有可能更快地适应需求。

李维表示，英特尔、台积电、三星和GlobalFoundries都在亚利桑那州、德克萨斯州和纽约州拥有现有或计划中的工厂，这些地方将适合包装等供应链要素的集群。

李维说:“美国最擅长的是系统设计、产品设计和制造本身之间的密切合作。”

不过，拜登政府将如何平衡芯片行业众多子行业的需求仍有待观察。

许多公司，其中许多是海外公司，提供关键的铸造材料，包括晶圆和气体。用于先进芯片生产的精密工具大多是在美国制造的，但工厂组件却不是这样，比如在各个工艺步骤之间快速移动芯片的机器人系统。

除此之外，一些业内人士认为，美国不仅需要支持新的尖端晶圆厂，还需要支持旧技术。位于奥斯汀的硅设计公司silicon Labs的首席执行官泰森·塔特尔(Tyson Tuttle)指出，目前严重短缺的是更成熟的芯片。

“半导体行业的资本不匹配，”他说，太多的资金流向了最先进的技术。

TechSearch International总裁E. Jan Vardaman表示，芯片封装行业一直面临严重的价格压力，导致利润率低于芯片工厂和芯片设计公司。“从金融和经济学的角度来看，他们进行大规模投资是没有意义的。”

“简单地砸钱并不能解决问题。这是一个更复杂的问题。”

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A shortage of that image sensor has led to the idling of Hyundai Motor's plant in South Korea, making it the latest automaker to suffer from global supply woes that crippled production at most automakers including General Motors Co and Ford Motors Co and Volkswagen.<\/span><\/figcaption><\/figure>By Hyunjoo Jin and Stephen Nellis<\/strong>

SAN FRANCISCO: To understand President Joe Biden<\/a>'s challenge in taming a semiconductor shortage bedeviling automakers and other industries, consider a chip supplied by a U.S. firm for Hyundai<\/a> Motor Co's new electric vehicle, the IONIQ 5.

Production of the chip, a camera image sensor designed by On Semiconductor, begins at a factory in Italy, where raw silicon wafers are imprinted with complex circuitry.

<\/div><\/div>The wafers are then sent first to Taiwan for packaging and testing, then to Singapore for storage, then on to China for assembly into a camera unit, and finally to a Hyundai component supplier in Korea before reaching Hyundai's auto factories.

A shortage of that image sensor has led to the idling of Hyundai Motor's plant in South Korea, making it the latest automaker to suffer from global supply woes that crippled production at most automakers including General Motors Co<\/a> and Ford Motors Co and Volkswagen<\/a>.

And the winding journey of the image sensor shows just how complicated it will be for the chip industry to both ramp up capacity to address the current shortage and re-invigorate U.S. chip manufacturing. For a graphic, click https:\/\/tmsnrt.rs\/3dW8nbN

U.S. President Joe Biden on Monday convened semiconductor industry executives in Washington to discuss solutions to the chip crisis, the latest move in a broader effort to bolster the domestic chip industry. He's also proposed $50 billion to support chip manufacturing and research as part of his $2 trillion infrastructure proposal, which he said would help the United States win the global competition with China.

Much of that money will likely go towards the construction of multi-billion-dollar advanced chip plants by Intel<\/a>, Samsung<\/a> and TSMC. But industry executives say addressing the broader supply chain is crucial, and the Biden administration faces complicated choices on which elements of it to subsidize.

<\/div><\/div>\"Trying to reconstruct an entire supply chain from upstream to downstream in a single given location just isn't a possibility,\" David Somo, senior vice president at ON Semiconductor, told Reuters. \"It would be prohibitively expensive.\"

The United States now only accounts for about 12% of worldwide semiconductor manufacturing capacity, down from 37% in 1990. More than 80% of global chip production now happens in Asia, according to industry data.

1,000 STEPS, 70 BORDERS<\/strong>

Producing a single computer chip can involve more than 1,000 steps, 70 separate border crossings and a host of specialized companies, most of them in Asia and largely unknown to the public.

The process starts with plate-size discs of raw silicon. At chip factories known as 'fabs,' circuits are etched into the silicon and built up on its surface through a series of complicated chemical processes.

The next step - packaging - offers a good illustration of the supply chain challenges.

Wafers emerge from fabs with hundreds or even thousands of fingernail-sized chips on each disc. They must be cut up into individual chips and put into a package.

Traditionally that meant placing each chip onto a \"lead frame\" and soldering it to a circuit board. The entire assembly would then be packaged in a resin case to protect it.

That process is very labor intensive, leading chip companies to outsource it decades ago to countries including Taiwan, Malaysia, the Philippines and China.

The packaging step itself has its own supply chain: South Korea's Haesung DS, for example, makes packaging components for automotive chips, exporting them to Malaysia or Thailand for customers including Infineon and NXP. These companies, or in some cases a sub-contractor, then assemble and package chips for automotive suppliers like Bosch and Continental, which in turn supply final products to automakers.

\"If they (the Biden administration) are going to be successful with this, they are going to have to help rebuild the package industry here in the United States,\" said Dick Otte, CEO of Promex, a California-based chip packaging firm.

\"Otherwise it is a waste of time. It is like building a car and not having a body to put on it.\"

But newer chip packaging processes are far less labor intensive, leading some U.S. chipmakers to believe they can be brought back from abroad.

In October, Minnesota-based chip foundry, SkyWater Technology took over a facility in Florida where it plans to build out advanced packaging lines.

\"There's kind of an industry-wide agreement that all this needs to happen here,\" Thomas Sonderman, chief executive, SkyWater Technology, said.

FASTER TURNAROUND<\/strong>

Rebuilding the U.S. packaging industry would not only insulate chip companies and their customers from political risk, it could also help them break free of the long cycles involved in creating new chips, said Tony Levi, a professor of electrical and computer engineering at the University of Southern California.

By doing more work locally, U.S. chip firms could create smaller manufacturing runs of chips more frequently, speeding innovation and potentially creating the capability to more quickly adjust to demand.

Levi said that Arizona, Texas and New York - where Intel, TSMC, Samsung and GlobalFoundries all have existing or planned facilities - would be suited to cluster supply chain elements like packaging.

\"What the U.S. is very good at is close collaboration between system design, product design and the manufacturing itself,\" Levi said.

Still, it remains to be seen how the Biden Administration will balance the demands of the many sub-sectors of the chip industry.

Numerous firms, many of them overseas, provide critical foundry materials including wafers and gases. The sophisticated tools used for advanced chip production are mostly made in the United States, but that's not the case for factory components such as the robotic systems that whisk chips among the various process steps.

On top of that, some in the industry argue that the U.S. needs to support not only new cutting-edge fabs, but older technology too. It's the more mature chips that are in severe shortage, noted Tyson Tuttle, CEO of Austin-based silicon design firm, Silicon Labs.

\"We have a mismatch of capital in the semiconductor industry,\" he said, with too much of the money going to the most advanced technologies.

E. Jan Vardaman, President at TechSearch International Inc, said the chip packaging industry has been under severe price pressure, leading to smaller margins than chip factories and chip design firms. \"From a financial and economics point of view, it does not make sense for them to make a big investment.\"

\"Simply throwing money at this does not solve the problem. It is a more complex problem.\"
<\/div><\/div>
Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","NumberOfSentences":{"minfo":"43.0","minfoseo":"43-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1618319381040","minfoseo":"1618319381040"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"HashCode":{"minfo":"-1369211242","minfoseo":"-1369211242"},"latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"NumberOfCharacters":{"minfo":"6742.0","minfoseo":"6742-0"},"NumberOfWords":{"minfo":"1068.0","minfoseo":"1068-0"},"key":{"0":{"keyid":"10389950","value":"chip shortage","smid":"0","keynameseo":"chip-shortage","keytype":"","keycount":"totalcount","weightage":"100"},"1":{"keyid":"6361865","value":"volkswagen","smid":"0","keynameseo":"volkswagen","keytype":"","keycount":"totalcount","weightage":"20"},"2":{"keyid":"10591","value":"Samsung","smid":"0","keynameseo":"Samsung","keytype":"","keycount":"totalcount","weightage":"20"},"4":{"keyid":"99719","value":"Joe Biden","smid":"0","keynameseo":"Joe-Biden","keytype":"","keycount":"totalcount","weightage":"20"},"5":{"keyid":"28115","value":"Intel","smid":"0","keynameseo":"Intel","keytype":"","keycount":"totalcount","weightage":"20"},"6":{"keyid":"596","value":"Hyundai","smid":"0","keynameseo":"Hyundai","keytype":"","keycount":"totalcount","weightage":"20"},"7":{"keyid":"80599","value":"General Motors Co","smid":"0","keynameseo":"General-Motors-Co","keytype":"","keycount":"totalcount","weightage":"20"}},"authorsplit":[],"similarlytagged":[{"msid":"96890339","stname":"India networking market grew 22% in July-September 2022","artsyn":"Demand for networking equipment seemed to be unaffected by challenges like delays in delivery, price increases, and a slowing global economy thanks to an increased demand towards wireless owing to hybrid work and technologies like 5G.","seolocation":"telecomnews\/india-networking-market-grew-22-in-july-september-2022","seolocationalt":"India networking market grew 22% in July-September 2022","url_seo":"india-networking-market-grew-22-in-july-september-2022"},{"msid":"95423099","stname":"Bosch CEO: Inflation to weigh on margin but could ease chip shortage","artsyn":"Inflation, at record highs in Europe, also meant the supplier had to grow revenues faster to keep its forecast margin for 2022 of 4%, equal to last year. 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The law aims to alleviate a persistent shortage that has affected everything from cars and weapons to washing machines and video games by subsidizing U.S. chip manufacturing and expanding research funding.","seolocation":"telecomnews\/biden-to-sign-order-on-52-billion-chips-law-implementation","seolocationalt":"Biden to sign order on $52 billion chips law implementation","url_seo":"biden-to-sign-order-on-52-billion-chips-law-implementation"},{"msid":"93483155","stname":"Foxconn starts to feel sting of slowing smartphone sales","artsyn":"Foxconn has been largely shielded from these demand problems so far as the popularity of iPhones has endured among a loyal and relatively affluent customer base, and it said on Wednesday that rising inflation will only have a limited impact on mid- to high-end smartphone demand in the rest of the year.","seolocation":"telecomnews\/foxconn-starts-to-feel-sting-of-slowing-smartphone-sales","seolocationalt":"Foxconn starts to feel sting of slowing smartphone sales","url_seo":"foxconn-starts-to-feel-sting-of-slowing-smartphone-sales"},{"msid":"93474790","stname":"Apple supplier Foxconn's Q2 profit up 12% on cloud demand","artsyn":"Foxconn, the world's largest contract electronics maker, said net profit for the April-June quarter rose to T$33.29 billion from T$29.78 billion a year earlier.","seolocation":"telecomnews\/apple-supplier-foxconns-q2-profit-up-12-on-cloud-demand","seolocationalt":"Apple supplier Foxconn's Q2 profit up 12% on cloud demand","url_seo":"apple-supplier-foxconns-q2-profit-up-12-on-cloud-demand"},{"msid":"93175434","stname":"U.S. Senate passes bill to boost chip manufacturing, compete with China","artsyn":"The \"Chips and Science\" act provides about $52 billion in government subsidies for U.S. semiconductor production and an investment tax credit for chip plants estimated to be worth $24 billion.","seolocation":"telecomnews\/u-s-senate-passes-bill-to-boost-chip-manufacturing-compete-with-china","seolocationalt":"U.S. Senate passes bill to boost chip manufacturing, compete with China","url_seo":"u-s-senate-passes-bill-to-boost-chip-manufacturing-compete-with-china"},{"msid":"93160233","stname":"Gartner forecasts chip sales growth to slow down in 2022, fall next year","artsyn":"The research firm said that rising inflation and higher energy and fuel costs are putting pressure on consumer disposable income, affecting spending on electronic products such as PCs and smartphones.","seolocation":"telecomnews\/gartner-forecasts-chip-sales-growth-to-slow-down-in-2022-fall-next-year","seolocationalt":"Gartner forecasts chip sales growth to slow down in 2022, fall next year","url_seo":"gartner-forecasts-chip-sales-growth-to-slow-down-in-2022-fall-next-year"},{"msid":"93006600","stname":"Smartphone shipments within China up 9.1% year-on-year in June-govt data","artsyn":"Shipments were up from about 25.2 million handsets in June 2021 and 20.6 million in May 2022, according to the CAICT, a state-backed think-tank.","seolocation":"telecomnews\/smartphone-shipments-within-china-up-9-1-year-on-year-in-june-govt-data","seolocationalt":"Smartphone shipments within China up 9.1% year-on-year in June-govt data","url_seo":"smartphone-shipments-within-china-up-9-1-year-on-year-in-june-govt-data"},{"msid":"92944534","stname":"Chip issue may continue into next year: Siemens MD Sunil Mathur","artsyn":"\"The availability of semiconductors is a global challenge, and in my assessment this will continue well into next year. We are not seeing any easing yet of the semiconductor supply chain.\"","seolocation":"telecomnews\/chip-issue-may-continue-into-next-year-siemens-md-sunil-mathur","seolocationalt":"Chip issue may continue into next year: Siemens MD Sunil Mathur","url_seo":"chip-issue-may-continue-into-next-year-siemens-md-sunil-mathur"},{"msid":"92901698","stname":"TomTom sticks with revenue and cashflow guidance, giving shares a boost","artsyn":"The confirmation of TomTom's guidance helped to drive the company's shares up more than 12%, putting them on course for their strongest day in almost four years. The shares have lost a fifth of their value this year.","seolocation":"telecomnews\/tomtom-sticks-with-revenue-and-cashflow-guidance-giving-shares-a-boost","seolocationalt":"TomTom sticks with revenue and cashflow guidance, giving shares a boost","url_seo":"tomtom-sticks-with-revenue-and-cashflow-guidance-giving-shares-a-boost"},{"msid":"92892480","stname":"Chipmaker TSMC's shares jump after quarterly profit beats estimates","artsyn":"Taiwan Semiconductor Manufacturing Co Ltd (TSMC), a major Apple Inc supplier and the world's largest contract chipmaker, posted on Thursday a 76.4% leap in profit for the April-June period of 2022, to T$237.0 billion ($7.92 billion).","seolocation":"telecomnews\/chipmaker-tsmcs-shares-jump-after-quarterly-profit-beats-estimates","seolocationalt":"Chipmaker TSMC's shares jump after quarterly profit beats estimates","url_seo":"chipmaker-tsmcs-shares-jump-after-quarterly-profit-beats-estimates"},{"msid":"92889651","stname":"Taiwan weighs fining Foxconn over China chip investment: Source","artsyn":"Foxconn, the world's largest contract electronics maker, said this week it has become a shareholder in embattled Chinese chip conglomerate Tsinghua Unigroup via a 5.38 billion yuan ($796.97 million) investment by a subsidiary.","seolocation":"telecomnews\/taiwan-weighs-fining-foxconn-over-china-chip-investment-source","seolocationalt":"Taiwan weighs fining Foxconn over China chip investment: Source","url_seo":"taiwan-weighs-fining-foxconn-over-china-chip-investment-source"},{"msid":"92877552","stname":"TSMC sees resilient chip sales boosting Q3; electronics demand cooling","artsyn":"The outlook from the world's largest contract-chipmaker follows blow-out results for the April-June period that underscored resilient demand amid a chip crunch caused by pandemic-fuelled sales of smartphones and laptops.","seolocation":"telecomnews\/tsmc-sees-resilient-chip-sales-boosting-q3-electronics-demand-cooling","seolocationalt":"TSMC sees resilient chip sales boosting Q3; electronics demand cooling","url_seo":"tsmc-sees-resilient-chip-sales-boosting-q3-electronics-demand-cooling"},{"msid":"92873430","stname":"Taiwan says Foxconn needs govt approval for any China chip firm investment","artsyn":"The island's government has become increasingly cautious about China's ambition to boost its semiconductor industry and has proposed new laws to prevent what it says is China stealing its chip technology, amid rising concern in Taipei that Beijing is stepping up its economic espionage.","seolocation":"telecomnews\/taiwan-says-foxconn-needs-govt-approval-for-any-china-chip-firm-investment","seolocationalt":"Taiwan says Foxconn needs govt approval for any China chip firm investment","url_seo":"taiwan-says-foxconn-needs-govt-approval-for-any-china-chip-firm-investment"}],"primeid":0,"storytags":{"categoryTag":{"sectionid":"49830939","sectionname":"TelecomNews","seolocation":"telecomnews","seolocationalt":"telecomnews"},"otherTags":[{"keyid":"10389950","value":"chip shortage","smid":"0","keynameseo":"chip-shortage","keytype":"","keycount":"totalcount","weightage":"100"},{"keyid":"6361865","value":"volkswagen","smid":"0","keynameseo":"volkswagen","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"10591","value":"Samsung","smid":"0","keynameseo":"Samsung","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"28351","value":"policy","smid":"0","keynameseo":"policy","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"99719","value":"Joe Biden","smid":"0","keynameseo":"Joe-Biden","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"28115","value":"Intel","smid":"0","keynameseo":"Intel","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"596","value":"Hyundai","smid":"0","keynameseo":"Hyundai","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"80599","value":"General Motors Co","smid":"0","keynameseo":"General-Motors-Co","keytype":"","keycount":"totalcount","weightage":"20"}],"filterTags":[]},"formattedTags":{"companyTags":[],"otherTags":[{"name":"General Motors Co"},{"name":"chip shortage"},{"name":"volkswagen"},{"name":"Joe Biden"},{"name":"Samsung"},{"name":"Hyundai"},{"name":"policy"},{"name":"Intel"}],"newsCategoryTags":[{"name":"TelecomNews","seolocation":"telecomnews"}],"breadcrumbTags":["chip shortage","volkswagen","Samsung","policy","Joe Biden","Intel","Hyundai","General Motors Co"],"filterTags":[]},"breadcrumbTags":["chip shortage","volkswagen","Samsung","policy","Joe Biden","Intel","Hyundai","General Motors Co"],"Alttitle":{"minfo":""},"Altdescription":{"minfo":""},"amp_url":"\/\/www.iser-br.com\/amp\/news\/bidens-chip-dreams-face-reality-check-of-supply-chain-complexity\/82051393","associated":{"articles":{"96890339":{"msid":"96890339","stname":"India networking market grew 22% in July-September 2022","artsyn":"Demand for networking equipment seemed to be unaffected by challenges like delays in delivery, price increases, and a slowing global economy thanks to an increased demand towards wireless owing to hybrid work and technologies like 5G.","seolocation":"telecomnews\/india-networking-market-grew-22-in-july-september-2022","seolocationalt":"India networking market grew 22% in July-September 2022","url_seo":"india-networking-market-grew-22-in-july-september-2022"},"95423099":{"msid":"95423099","stname":"Bosch CEO: Inflation to weigh on margin but could ease chip shortage","artsyn":"Inflation, at record highs in Europe, also meant the supplier had to grow revenues faster to keep its forecast margin for 2022 of 4%, equal to last year. Even then, Bosch would be far below its target margin of 7%, Hartung said.","seolocation":"telecomnews\/bosch-ceo-inflation-to-weigh-on-margin-but-could-ease-chip-shortage","seolocationalt":"Bosch CEO: Inflation to weigh on margin but could ease chip shortage","url_seo":"bosch-ceo-inflation-to-weigh-on-margin-but-could-ease-chip-shortage"},"94871191":{"msid":"94871191","stname":"Some EU countries want billion-euro chip plan to also fund current chips","artsyn":"The EU executive however said the 45-billion-euro ($43.7 billion) plan allows state funding only for European \"first-of-a-kind\" production facilities. The proposal needs to be thrashed out with EU countries and lawmakers before it can become law.","seolocation":"telecomnews\/some-eu-countries-want-billion-euro-chip-plan-to-also-fund-current-chips","seolocationalt":"Some EU countries want billion-euro chip plan to also fund current chips","url_seo":"some-eu-countries-want-billion-euro-chip-plan-to-also-fund-current-chips"},"94707897":{"msid":"94707897","stname":"Taiwan Sept exports drop for first time in two years, outlook poor","artsyn":"Exports fell 5.3% in September from a year earlier to $37.53 billion, the Ministry of Finance said on Friday, logging a contraction for the first time since June 2020.","seolocation":"telecomnews\/taiwan-sept-exports-drop-for-first-time-in-two-years-outlook-poor","seolocationalt":"Taiwan Sept exports drop for first time in two years, outlook poor","url_seo":"taiwan-sept-exports-drop-for-first-time-in-two-years-outlook-poor"},"94550438":{"msid":"94550438","stname":"Japan to give Micron Technology up to $320 mln to boost chip output in Hiroshima","artsyn":"The financial aid announcement, which follows the visit to Japan by U.S. Vice President Kamala Harris, is the latest example of growing cooperation between Washington and Tokyo in chip manufacturing amid growing tension and an intensifying technology rivalry with China.","seolocation":"telecomnews\/japan-to-give-micron-technology-up-to-320-mln-to-boost-chip-output-in-hiroshima","seolocationalt":"Japan to give Micron Technology up to $320 mln to boost chip output in Hiroshima","url_seo":"japan-to-give-micron-technology-up-to-320-mln-to-boost-chip-output-in-hiroshima"},"94499623":{"msid":"94499623","stname":"Apple cuts back on iPhone production amid dwindling demand","artsyn":"Apple has informed its suppliers about cutting back the assembly of as many as 6 million iPhone 14 variants in the year's second half.","seolocation":"telecomnews\/apple-cuts-back-on-iphone-production-amid-dwindling-demand","seolocationalt":"Apple cuts back on iPhone production amid dwindling demand","url_seo":"apple-cuts-back-on-iphone-production-amid-dwindling-demand"},"94050873":{"msid":"94050873","stname":"India needs to be self-reliant in semi-conductor technology: Adani","artsyn":"Due to global shortage of semi-conductor chips, which are vital for running everything from cars to computers to aircrafts and military equipments, industries are suffering, Adani said.","seolocation":"telecomnews\/india-needs-to-be-self-reliant-in-semi-conductor-technology-adani","seolocationalt":"India needs to be self-reliant in semi-conductor technology: Adani","url_seo":"india-needs-to-be-self-reliant-in-semi-conductor-technology-adani"},"94039236":{"msid":"94039236","stname":"U.S. Commerce aims to seek chips funding proposals by February","artsyn":"Congress in August approved $52.7 billion for semiconductor manufacturing and research and a 25% investment tax credit for chip plants, estimated to be worth $24 billion. That credit applies to projects that start construction after Jan. 1.","seolocation":"telecomnews\/u-s-commerce-aims-to-seek-chips-funding-proposals-by-february","seolocationalt":"U.S. Commerce aims to seek chips funding proposals by February","url_seo":"u-s-commerce-aims-to-seek-chips-funding-proposals-by-february"},"93780865":{"msid":"93780865","stname":"Biden to sign order on $52 billion chips law implementation","artsyn":"Earlier this month, Biden signed the bill to boost efforts to make the United States more competitive with China's science and technology efforts. The law aims to alleviate a persistent shortage that has affected everything from cars and weapons to washing machines and video games by subsidizing U.S. chip manufacturing and expanding research funding.","seolocation":"telecomnews\/biden-to-sign-order-on-52-billion-chips-law-implementation","seolocationalt":"Biden to sign order on $52 billion chips law implementation","url_seo":"biden-to-sign-order-on-52-billion-chips-law-implementation"},"93483155":{"msid":"93483155","stname":"Foxconn starts to feel sting of slowing smartphone sales","artsyn":"Foxconn has been largely shielded from these demand problems so far as the popularity of iPhones has endured among a loyal and relatively affluent customer base, and it said on Wednesday that rising inflation will only have a limited impact on mid- to high-end smartphone demand in the rest of the year.","seolocation":"telecomnews\/foxconn-starts-to-feel-sting-of-slowing-smartphone-sales","seolocationalt":"Foxconn starts to feel sting of slowing smartphone sales","url_seo":"foxconn-starts-to-feel-sting-of-slowing-smartphone-sales"},"93474790":{"msid":"93474790","stname":"Apple supplier Foxconn's Q2 profit up 12% on cloud demand","artsyn":"Foxconn, the world's largest contract electronics maker, said net profit for the April-June quarter rose to T$33.29 billion from T$29.78 billion a year earlier.","seolocation":"telecomnews\/apple-supplier-foxconns-q2-profit-up-12-on-cloud-demand","seolocationalt":"Apple supplier Foxconn's Q2 profit up 12% on cloud demand","url_seo":"apple-supplier-foxconns-q2-profit-up-12-on-cloud-demand"},"93175434":{"msid":"93175434","stname":"U.S. Senate passes bill to boost chip manufacturing, compete with China","artsyn":"The \"Chips and Science\" act provides about $52 billion in government subsidies for U.S. semiconductor production and an investment tax credit for chip plants estimated to be worth $24 billion.","seolocation":"telecomnews\/u-s-senate-passes-bill-to-boost-chip-manufacturing-compete-with-china","seolocationalt":"U.S. Senate passes bill to boost chip manufacturing, compete with China","url_seo":"u-s-senate-passes-bill-to-boost-chip-manufacturing-compete-with-china"},"93160233":{"msid":"93160233","stname":"Gartner forecasts chip sales growth to slow down in 2022, fall next year","artsyn":"The research firm said that rising inflation and higher energy and fuel costs are putting pressure on consumer disposable income, affecting spending on electronic products such as PCs and smartphones.","seolocation":"telecomnews\/gartner-forecasts-chip-sales-growth-to-slow-down-in-2022-fall-next-year","seolocationalt":"Gartner forecasts chip sales growth to slow down in 2022, fall next year","url_seo":"gartner-forecasts-chip-sales-growth-to-slow-down-in-2022-fall-next-year"},"93006600":{"msid":"93006600","stname":"Smartphone shipments within China up 9.1% year-on-year in June-govt data","artsyn":"Shipments were up from about 25.2 million handsets in June 2021 and 20.6 million in May 2022, according to the CAICT, a state-backed think-tank.","seolocation":"telecomnews\/smartphone-shipments-within-china-up-9-1-year-on-year-in-june-govt-data","seolocationalt":"Smartphone shipments within China up 9.1% year-on-year in June-govt data","url_seo":"smartphone-shipments-within-china-up-9-1-year-on-year-in-june-govt-data"},"92944534":{"msid":"92944534","stname":"Chip issue may continue into next year: Siemens MD Sunil Mathur","artsyn":"\"The availability of semiconductors is a global challenge, and in my assessment this will continue well into next year. We are not seeing any easing yet of the semiconductor supply chain.\"","seolocation":"telecomnews\/chip-issue-may-continue-into-next-year-siemens-md-sunil-mathur","seolocationalt":"Chip issue may continue into next year: Siemens MD Sunil Mathur","url_seo":"chip-issue-may-continue-into-next-year-siemens-md-sunil-mathur"},"92901698":{"msid":"92901698","stname":"TomTom sticks with revenue and cashflow guidance, giving shares a boost","artsyn":"The confirmation of TomTom's guidance helped to drive the company's shares up more than 12%, putting them on course for their strongest day in almost four years. The shares have lost a fifth of their value this year.","seolocation":"telecomnews\/tomtom-sticks-with-revenue-and-cashflow-guidance-giving-shares-a-boost","seolocationalt":"TomTom sticks with revenue and cashflow guidance, giving shares a boost","url_seo":"tomtom-sticks-with-revenue-and-cashflow-guidance-giving-shares-a-boost"},"92892480":{"msid":"92892480","stname":"Chipmaker TSMC's shares jump after quarterly profit beats estimates","artsyn":"Taiwan Semiconductor Manufacturing Co Ltd (TSMC), a major Apple Inc supplier and the world's largest contract chipmaker, posted on Thursday a 76.4% leap in profit for the April-June period of 2022, to T$237.0 billion ($7.92 billion).","seolocation":"telecomnews\/chipmaker-tsmcs-shares-jump-after-quarterly-profit-beats-estimates","seolocationalt":"Chipmaker TSMC's shares jump after quarterly profit beats estimates","url_seo":"chipmaker-tsmcs-shares-jump-after-quarterly-profit-beats-estimates"},"92889651":{"msid":"92889651","stname":"Taiwan weighs fining Foxconn over China chip investment: Source","artsyn":"Foxconn, the world's largest contract electronics maker, said this week it has become a shareholder in embattled Chinese chip conglomerate Tsinghua Unigroup via a 5.38 billion yuan ($796.97 million) investment by a subsidiary.","seolocation":"telecomnews\/taiwan-weighs-fining-foxconn-over-china-chip-investment-source","seolocationalt":"Taiwan weighs fining Foxconn over China chip investment: Source","url_seo":"taiwan-weighs-fining-foxconn-over-china-chip-investment-source"},"92877552":{"msid":"92877552","stname":"TSMC sees resilient chip sales boosting Q3; electronics demand cooling","artsyn":"The outlook from the world's largest contract-chipmaker follows blow-out results for the April-June period that underscored resilient demand amid a chip crunch caused by pandemic-fuelled sales of smartphones and laptops.","seolocation":"telecomnews\/tsmc-sees-resilient-chip-sales-boosting-q3-electronics-demand-cooling","seolocationalt":"TSMC sees resilient chip sales boosting Q3; electronics demand cooling","url_seo":"tsmc-sees-resilient-chip-sales-boosting-q3-electronics-demand-cooling"},"92873430":{"msid":"92873430","stname":"Taiwan says Foxconn needs govt approval for any China chip firm investment","artsyn":"The island's government has become increasingly cautious about China's ambition to boost its semiconductor industry and has proposed new laws to prevent what it says is China stealing its chip technology, amid rising concern in Taipei that Beijing is stepping up its economic espionage.","seolocation":"telecomnews\/taiwan-says-foxconn-needs-govt-approval-for-any-china-chip-firm-investment","seolocationalt":"Taiwan says Foxconn needs govt approval for any China chip firm investment","url_seo":"taiwan-says-foxconn-needs-govt-approval-for-any-china-chip-firm-investment"}}}}" data-news-images="[{"msid":"82050579","msname":"","msnameseo":"chip","mediatype":"1","artdate":"2021-04-07 08:15:51.0","caption":" A shortage of that image sensor has led to the idling of Hyundai Motor's plant in South Korea, making it the latest automaker to suffer from global supply woes that crippled production at most automakers including General Motors Co and Ford Motors Co and Volkswagen."}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
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