独家
芯片短缺催生了新的实力玩家
虽然Microchip通常允许客户在交货后90天内取消芯片订单，但它开始为签署了12个月订单合同的客户提供优先发货权，这些订单不能取消或重新安排。
-
BSNL宣布六名官员被迫退休
被强制退休的军官是印度电信服务(ITS)干部，批次从1988年到1992年不等。
-
-
-
自1989年以来,微芯片技术一直在电子工业的一潭死水里经营，制造芯片叫微控制器这为汽车、工业设备和许多其他产品增加了计算能力。
现在一个全球芯片短缺提升了公司的形象。市场对Microchip公司产品的需求比其供应能力高出50%以上。这让这家总部位于亚利桑那州钱德勒的公司处于一种陌生的权力地位，它从今年开始行使这种权力。
微芯片公司总裁兼首席执行官加内什•穆尔西说:“这让我们能够毫不犹豫。”该公司周四公布，上一季度利润增长两倍，销售额增长26%，至16.5亿美元。
这类合同只是规模达5,000亿美元的芯片行业因硅短缺而发生变化的一个例子，其中许多变化可能会延续到疫情引发的短缺之后。这种微小部件的缺乏给汽车、游戏机和医疗设备制造商带来了压力设备芯片是计算机和其他产品的大脑，这是芯片的基本特性。
其中最主要的变化是市场力量从芯片买家向卖家的长期转移，尤其是那些拥有半导体工厂的卖家。最明显的受益者是大型芯片制造商，比如台湾半导体制造有限公司该公司提供代工服务，为其他公司制造芯片。
许多公司更青睐那些表现得更像合作伙伴的买家，它们会采取签署长期购买承诺或投资等措施，帮助芯片制造商提高产量。最重要的是，芯片制造商要求客户更早地分享他们需要哪些芯片的更多信息，这有助于指导他们如何提高生产水平。
芯片制造商Onsemi(前身为ON Semiconductor)的首席执行官Hassane El-Khoury表示:“这种能见度正是我们所需要的。
许多芯片制造商表示，他们正在克制地使用新权力，帮助客户避免出现工厂关闭和小幅提高价格等问题。他们说，这是因为哄骗顾客可能会引起不满，从而在短缺结束时影响销售。
即便如此，权力的转移是显而易见的。对买家来说，“现在没有杠杆了”智环球控股美国是存储芯片的主要用户。
设计芯片并外包制造业务的硅谷公司Marvell Technology已经经历了这种权力的变化。虽然它曾经向晶圆代工厂提供12个月的芯片生产需求预估，但从4月份开始，它开始向它们提供5年的预测。
Marvell首席执行官马特•墨菲(Matt Murphy)表示:“你需要一个非常好的故事。“最终，供应链将分配给他们认为会成为赢家的人。”
对于一个增长普遍缓慢的成熟行业来说，这是一个心理上的重大变化。多年来，许多芯片制造商销售的产品基本上是可互换的，往往难以保持工厂的盈利，尤其是在个人电脑和智能手机等驱动芯片需求最多的产品销量下滑的情况下。
但现在，这些组件对更多产品来说是必不可少的，这是快速增长可能持续的众多迹象之一。美国半导体工业协会(Semiconductor Industry Association)称，第三季度芯片总销售额飙升近28%，至1,448亿美元。
多年的行业整合也榨干了过剩的生产能力，导致销售独家芯片的供应商减少。因此，那些曾经可以在不事先通知的情况下下单或取消订单，并利用一家芯片制造商与另一家芯片制造商之间的竞争，以获得更低价格的买家，实力就更弱了。
这些变化的一个影响是使芯片工厂更有价值，包括一些由晶圆代工厂拥有的老工厂。这是因为新的制造工艺成本太高，以至于一些芯片设计人员没有转向最先进的工厂来制造他们的产品。其结果是对成本较低、已有5-10年历史的生产线的需求出现了紧缩。
因此，一些晶圆代工厂正在进行重大战略转变，开始将更多资金投入较老的生产技术。台积电该公司最近表示将在日本建造这样一个工厂。其主要代工竞争对手三星电子(Samsung Electronics)也表示，正在考虑新建一家“传统”工厂。
但这些投资需要几年时间才能获得回报。他们也不会解决影响微控制器等芯片的问题，这些芯片是供应链挤压的一个缩影。
微控制器将计算能力与存储程序和数据的内置内存结合起来，通常还添加了一些只有专门工厂才有的功能。从汽车的刹车和发动机系统到安全摄像头、信用卡、电动滑板车和无人机，应用的数量正在飙升。
总部位于休斯顿的芯片分销商Smith的首席贸易官马克·巴恩希尔(Marc Barnhill)表示:“过去一年，我们售出的微控制器可能比过去十年还要多。”他说，一些受欢迎的微控制器现在需要等待一年多的时间，而在买卖芯片的交易员中，这些产品的价格已经跃升了20倍。
在这场动荡中，设计或使用芯片的公司采取了新的策略。咨询公司凯捷(Capgemini)负责这一业务的全球副总裁希夫·塔斯克(Shiv Tasker)说，一些设计师正在调整自己的产品，让它们在产能更大的不同工厂生产。
而那些曾经根据价格和性能购买芯片的客户也在更多地考虑可用性。
以BrightAI为例，这家初创公司开发设备和软件，帮助企业将设备和其他设备连接到互联网。该公司联合创始人亚历克斯·霍金森(Alex Hawkinson)表示，为了适应不同的芯片，该公司在六个月内对一块电路板进行了四次重新设计。他说，该公司还将一些设计师调到中国，以便用在中国获得的零部件更快地修改产品。
像汽车制造商这样的大型芯片用户已经开始直接与制造商谈判，而不是遵循通过分包商合作的典型做法。上个月，通用汽车(General Motors)与芯片制造商Wolfspeed达成了一项协议，以确保一家为电动汽车生产节能组件的新工厂能获得半导体的份额。
虽然芯片行业的权力转移帮助了微芯，但它也带来了自己的麻烦。Moorthy表示，该公司在亚利桑那州和俄勒冈州的三家主要工厂已经成功生产了更多芯片，并从代工合作伙伴那里获得了更多芯片。但需求的增长速度超过了它的生产能力。
“我们越来越落后了，”他说。
扩大Microchip自己的工厂并不容易。首先，该公司一直严重依赖购买二手制造设备，但“整个行业已经枯竭，”穆尔西说。
他说，购买新设备可能需要12-18个月，成本更高。虽然长期购买协议为此类投资提供了更大的稳定性，但Microchip和其他公司也希望国会批准一项520亿美元的融资计划，该计划预计将包括补贴更多美国芯片生产的拨款。
“我们指望它来经营我们的业务吗?不。”穆尔西说。“这会对我们的一些投资选择有所帮助吗?”绝对。”
![\"](\"https:\/\/st.etb2bimg.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/strong><\/em><\/em>Since 1989, Microchip Technology<\/a> has operated in an unglamorous backwater of the electronics industry, making chips called microcontrollers<\/a> that add computing power to cars, industrial equipment and many other products.
Now a global chip shortage<\/a> has elevated the company\u2019s profile. Demand for Microchip\u2019s products is running more than 50% higher than it can supply. That has put the company, based in Chandler, Arizona, in an unfamiliar position of power, which it began wielding this year.
<\/div><\/div>While Microchip normally lets customers cancel a chip order within 90 days of delivery, it began offering shipment priority to clients that signed contracts for 12 months of orders that couldn\u2019t be revoked or rescheduled. These commitments reduced the chances that orders would evaporate when the scarcity ended, giving Microchip more confidence to safely hire workers and buy costly equipment to increase production.
\u201cIt gives us the ability to not hold back,\u201d said Ganesh Moorthy, president and CEO of Microchip, which Thursday reported that profit in the latest quarter tripled and that sales rose 26% to $1.65 billion.
Such contracts are just one example of how the $500 billion chip industry is changing because of the silicon shortage, with many of the shifts likely to outlive the pandemic-fueled dearth. The lack of the tiny components \u2014 which has pinched makers of cars, game consoles, medical devices<\/a> and many other goods \u2014 has been a stark reminder of the foundational nature of chips, which act as the brains of computers and other products.
Chief among the changes is a long-term shift in market power from chip buyers to sellers, particularly those that own factories that make the semiconductors. The most visible beneficiaries have been giant chip manufacturers like Taiwan Semiconductor Manufacturing Co<\/a>., which offer services called foundries that build chips for other companies.
\u201cIt gives us the ability to not hold back,\u201d said Ganesh Moorthy, president and CEO of Microchip, which Thursday reported that profit in the latest quarter tripled and that sales rose 26% to $1.65 billion.
Such contracts are just one example of how the $500 billion chip industry is changing because of the silicon shortage, with many of the shifts likely to outlive the pandemic-fueled dearth. The lack of the tiny components \u2014 which has pinched makers of cars, game consoles, medical devices<\/a> and many other goods \u2014 has been a stark reminder of the foundational nature of chips, which act as the brains of computers and other products.
Chief among the changes is a long-term shift in market power from chip buyers to sellers, particularly those that own factories that make the semiconductors. The most visible beneficiaries have been giant chip manufacturers like Taiwan Semiconductor Manufacturing Co<\/a>., which offer services called foundries that build chips for other companies.
<\/div><\/div>But the shortage has also sharply bolstered the influence of lesser-known chip makers such as Microchip, NXP Semiconductors<\/a>, STMicroelectronics<\/a>, Onsemi and Infineon<\/a>, which design and sell thousands of chip varieties to thousands of customers. These companies, which build many products in their own aging factories, now are increasingly able to choose which customers get how many of their scarce chips.
Many are favoring buyers who act more like partners, by taking steps like signing long-term purchase commitments or investing to help chip makers increase production. Above all, the chip makers are asking clients to share more information earlier about which chips they will need, which helps guide decisions about how to lift manufacturing.
\u201cThat visibility is what we need,\u201d said Hassane El-Khoury, CEO of chip maker Onsemi, a company previously known as ON Semiconductor.
Many of the chip makers said they were using their new power with restraint, helping customers avoid problems like factory shutdowns and raising prices modestly. That\u2019s because gouging customers, they said, could cause bad blood that would hurt sales when shortages end.
Even so, the power shift has been unmistakable. \u201cToday there is no leverage\u201d for buyers, said Mark Adams, CEO of Smart Global Holdings<\/a>, a major user of memory chips.
Marvell Technology, a Silicon Valley company that designs chips and outsources the manufacturing, has experienced the change in power. While it used to give foundries estimates of its chip production needs for 12 months, it began providing them with five-year forecasts starting in April.
\u201cYou need a really good story,\u201d said Matt Murphy, Marvell\u2019s CEO. \u201cUltimately the supply chain is going to allocate to who they think are going to be the winners.\u201d
It\u2019s a substantial change in psychology for a mature industry where growth has generally been slow. Many chip makers for years sold largely interchangeable products and often struggled to keep their factories running profitably, particularly if sales slumped for items like personal computers and smartphones that drove most chip demand.
But the components are essential for more products now, one of many signs that rapid growth may linger. In the third quarter, total chip sales surged nearly 28% to $144.8 billion, the Semiconductor Industry Association said.
Years of industry consolidation has also wrung out excess manufacturing capacity and left fewer suppliers selling exclusive kinds of chips. So buyers that could once place and cancel orders with little notice \u2014 and play one chip maker off another to get lower prices \u2014 have less muscle.
One effect of these changes was to make chip factories more valuable, including some older ones owned by foundries. That\u2019s because new manufacturing processes have become so costly that some chip designers aren\u2019t shifting to the most advanced factories to make their products. The result has been a demand crunch for less-expensive production lines that are 5-10 years old.
So some foundries, in a major strategy shift, are beginning to put more money into older production technology. TSMC<\/a> recently said it would build such a plant in Japan. Samsung Electronics, a key foundry rival, has also said it was considering a new \u201clegacy\u201d factory.
But those investments will take several years to pay off. And they won\u2019t address issues affecting chips like microcontrollers, which are a microcosm for the supply chain squeeze.
Microcontrollers combine the ability to make calculations with built-in memory to store programs and data, often adding features that only come from specialized factories. And the number of applications is skyrocketing, from brake and engine systems in cars to security cameras, credit cards, electric scooters and drones.
\u201cWe\u2019ve probably sold more microcontrollers in the past year than the past decade,\u201d said Marc Barnhill, chief trading officer at Smith, a chip distributor based in Houston. The wait to receive some popular microcontrollers now stretches to more than a year, he said, and prices for the products have leapt 20-fold among traders that buy and sell chips.
Amid the turmoil, companies that design or use chips have responded with new tactics. Some designers are adapting their products to be made in different factories with more manufacturing capacity, said Shiv Tasker, a global vice president engaged in that practice for the consultancy Capgemini.
And customers that once bought chips based on price and performance also are thinking more about availability.
Consider BrightAI, a startup developing devices and software to help businesses connect equipment and other devices to the internet. Alex Hawkinson, its co-founder, said it redesigned one circuit board four times in six months to adapt to different chips. The company also transferred some designers to China to revise products more quickly with components obtained there, he said.
Bigger chip users like automakers have started talking directly with manufacturers, rather than following the typical practice of working through subcontractors. Last month, General Motors forged a deal with the chip maker Wolfspeed to ensure a share of the semiconductors coming from a new factory that makes energy-efficient components for electric vehicles.
While the chip industry\u2019s power shift has aided Microchip, it has also come with its own headaches. Moorthy said the company had managed to produce more chips in its three main factories in Arizona and Oregon, as well as get more from foundry partners. But demand is growing faster than what it can produce.
\u201cWe are falling farther behind,\u201d he said.
Expanding Microchip\u2019s own plants isn\u2019t easy. For one thing, the company has always relied heavily on buying used manufacturing equipment, but \u201cthat whole thing has dried up,\u201d Moorthy said.
Acquiring new gear can take 12-18 months and costs more, he said. While the long-term purchase agreements have provided more stability to make such investments, Microchip and others also hope Congress approves a $52 billion funding package, which is expected to include grants to subsidize more U.S. chip production.
\u201cAre we counting on it to run our business? No,\u201d said Moorthy. \u201cWould it help some of our investment choices? Absolutely.\u201d
<\/div><\/div>
Many are favoring buyers who act more like partners, by taking steps like signing long-term purchase commitments or investing to help chip makers increase production. Above all, the chip makers are asking clients to share more information earlier about which chips they will need, which helps guide decisions about how to lift manufacturing.
\u201cThat visibility is what we need,\u201d said Hassane El-Khoury, CEO of chip maker Onsemi, a company previously known as ON Semiconductor.
Many of the chip makers said they were using their new power with restraint, helping customers avoid problems like factory shutdowns and raising prices modestly. That\u2019s because gouging customers, they said, could cause bad blood that would hurt sales when shortages end.
Even so, the power shift has been unmistakable. \u201cToday there is no leverage\u201d for buyers, said Mark Adams, CEO of Smart Global Holdings<\/a>, a major user of memory chips.
Marvell Technology, a Silicon Valley company that designs chips and outsources the manufacturing, has experienced the change in power. While it used to give foundries estimates of its chip production needs for 12 months, it began providing them with five-year forecasts starting in April.
\u201cYou need a really good story,\u201d said Matt Murphy, Marvell\u2019s CEO. \u201cUltimately the supply chain is going to allocate to who they think are going to be the winners.\u201d
It\u2019s a substantial change in psychology for a mature industry where growth has generally been slow. Many chip makers for years sold largely interchangeable products and often struggled to keep their factories running profitably, particularly if sales slumped for items like personal computers and smartphones that drove most chip demand.
But the components are essential for more products now, one of many signs that rapid growth may linger. In the third quarter, total chip sales surged nearly 28% to $144.8 billion, the Semiconductor Industry Association said.
Years of industry consolidation has also wrung out excess manufacturing capacity and left fewer suppliers selling exclusive kinds of chips. So buyers that could once place and cancel orders with little notice \u2014 and play one chip maker off another to get lower prices \u2014 have less muscle.
One effect of these changes was to make chip factories more valuable, including some older ones owned by foundries. That\u2019s because new manufacturing processes have become so costly that some chip designers aren\u2019t shifting to the most advanced factories to make their products. The result has been a demand crunch for less-expensive production lines that are 5-10 years old.
So some foundries, in a major strategy shift, are beginning to put more money into older production technology. TSMC<\/a> recently said it would build such a plant in Japan. Samsung Electronics, a key foundry rival, has also said it was considering a new \u201clegacy\u201d factory.
But those investments will take several years to pay off. And they won\u2019t address issues affecting chips like microcontrollers, which are a microcosm for the supply chain squeeze.
Microcontrollers combine the ability to make calculations with built-in memory to store programs and data, often adding features that only come from specialized factories. And the number of applications is skyrocketing, from brake and engine systems in cars to security cameras, credit cards, electric scooters and drones.
\u201cWe\u2019ve probably sold more microcontrollers in the past year than the past decade,\u201d said Marc Barnhill, chief trading officer at Smith, a chip distributor based in Houston. The wait to receive some popular microcontrollers now stretches to more than a year, he said, and prices for the products have leapt 20-fold among traders that buy and sell chips.
Amid the turmoil, companies that design or use chips have responded with new tactics. Some designers are adapting their products to be made in different factories with more manufacturing capacity, said Shiv Tasker, a global vice president engaged in that practice for the consultancy Capgemini.
And customers that once bought chips based on price and performance also are thinking more about availability.
Consider BrightAI, a startup developing devices and software to help businesses connect equipment and other devices to the internet. Alex Hawkinson, its co-founder, said it redesigned one circuit board four times in six months to adapt to different chips. The company also transferred some designers to China to revise products more quickly with components obtained there, he said.
Bigger chip users like automakers have started talking directly with manufacturers, rather than following the typical practice of working through subcontractors. Last month, General Motors forged a deal with the chip maker Wolfspeed to ensure a share of the semiconductors coming from a new factory that makes energy-efficient components for electric vehicles.
While the chip industry\u2019s power shift has aided Microchip, it has also come with its own headaches. Moorthy said the company had managed to produce more chips in its three main factories in Arizona and Oregon, as well as get more from foundry partners. But demand is growing faster than what it can produce.
\u201cWe are falling farther behind,\u201d he said.
Expanding Microchip\u2019s own plants isn\u2019t easy. For one thing, the company has always relied heavily on buying used manufacturing equipment, but \u201cthat whole thing has dried up,\u201d Moorthy said.
Acquiring new gear can take 12-18 months and costs more, he said. While the long-term purchase agreements have provided more stability to make such investments, Microchip and others also hope Congress approves a $52 billion funding package, which is expected to include grants to subsidize more U.S. chip production.
\u201cAre we counting on it to run our business? No,\u201d said Moorthy. \u201cWould it help some of our investment choices? Absolutely.\u201d
<\/div><\/div>
Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","NumberOfSentences":{"minfo":"63.0","minfoseo":"63-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1636427838709","minfoseo":"1636427838709"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"GadgetsMarkedReviewed":{"minfo":"0","minfoseo":"0"},"HashCode":{"minfo":"-1622073539","minfoseo":"-1622073539"},"latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"NumberOfCharacters":{"minfo":"8175.0","minfoseo":"8175-0"},"NumberOfWords":{"minfo":"1281.0","minfoseo":"1281-0"},"key":[{"keyid":"10637506","value":"Global chip shortage","smid":"0","keynameseo":"Global-chip-shortage","keytype":"","keycount":"totalcount","weightage":"100"},{"keyid":"970767","value":"Microchip Technology","smid":"0","keynameseo":"Microchip-Technology","keytype":"","keycount":"totalcount","weightage":"80"},{"keyid":"171929","value":"tsmc","smid":"0","keynameseo":"tsmc","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"793177","value":"Taiwan Semiconductor Manufacturing Co","smid":"0","keynameseo":"Taiwan-Semiconductor-Manufacturing-Co","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"102188","value":"stmicroelectronics","smid":"0","keynameseo":"stmicroelectronics","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"4571589","value":"smart global holdings","smid":"0","keynameseo":"smart-global-holdings","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"298294","value":"nxp semiconductors","smid":"0","keynameseo":"nxp-semiconductors","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"1591959","value":"microcontrollers","smid":"0","keynameseo":"microcontrollers","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"176195","value":"infineon","smid":"0","keynameseo":"infineon","keytype":"","keycount":"totalcount","weightage":"20"}],"authorsplit":[],"similarlytagged":[{"msid":"95834793","stname":"British lawmakers say business at risk from lack of chip support","artsyn":"Spurred by a global shortage, governments in the United States and Europe have ploughed tens of billions of dollars into semiconductors, including building new manufacturing \"fabs\".","seolocation":"telecomnews\/british-lawmakers-say-business-at-risk-from-lack-of-chip-support","seolocationalt":"British lawmakers say business at risk from lack of chip support","url_seo":"british-lawmakers-say-business-at-risk-from-lack-of-chip-support"},{"msid":"93702856","stname":"Taiwan touts 'democracy chips' in meeting with U.S. state governor","artsyn":"Governor Eric Holcomb is making the third trip to Taiwan this month by a U.S. delegation after U.S. House Speaker Nancy Pelosi visited briefly, infuriating China, which views Taiwan as its own territory.","seolocation":"telecomnews\/taiwan-touts-democracy-chips-in-meeting-with-u-s-state-governor","seolocationalt":"Taiwan touts 'democracy chips' in meeting with U.S. state governor","url_seo":"taiwan-touts-democracy-chips-in-meeting-with-u-s-state-governor"},{"msid":"93175144","stname":"Samsung Electronics says operating profits up 12.18 percent in Q2","artsyn":"\"Earnings in the Memory Business improved both year-on-year and quarter-on-quarter as the Company focused on meeting solid demand for servers,\" Samsung said.","seolocation":"telecomnews\/samsung-electronics-says-operating-profits-up-12-18-percent-in-q2","seolocationalt":"Samsung Electronics says operating profits up 12.18 percent in Q2","url_seo":"samsung-electronics-says-operating-profits-up-12-18-percent-in-q2"},{"msid":"93167213","stname":"Taiwan chipmaker UMC sees further growth for sector into 2023","artsyn":"\"After two very strong years in the semi market - we call it a supercycle - and hitting the recent turbulence and disruption from the market, and after this rising macro uncertainty, higher inflationary cost issues, we still foresee the foundry industry growing in 2023,\" co-president Jason Wang told an earnings call.","seolocation":"telecomnews\/taiwan-chipmaker-umc-sees-further-growth-for-sector-into-2023","seolocationalt":"Taiwan chipmaker UMC sees further growth for sector into 2023","url_seo":"taiwan-chipmaker-umc-sees-further-growth-for-sector-into-2023"},{"msid":"93033509","stname":"Nokia sees chip shortage easing as profit beats forecasts, shares rise","artsyn":"A semiconductor shortage that began around the height of the pandemic in 2020 has affected a range of industries, including telecoms. Nokia said it expects the pressure to ease through the second half of 2022 and the first half of next year.","seolocation":"telecomnews\/nokia-sees-chip-shortage-easing-as-profit-beats-forecasts-shares-rise","seolocationalt":"Nokia sees chip shortage easing as profit beats forecasts, shares rise","url_seo":"nokia-sees-chip-shortage-easing-as-profit-beats-forecasts-shares-rise"},{"msid":"93033346","stname":"Global manufacturers see chip shortage easing","artsyn":"An increased supply of chips will reduce one burden facing an industry that is also battling raw material price inflation, a tight energy market and rising interest rates that are throwing a dampener on consumer demand.","seolocation":"telecomnews\/global-manufacturers-see-chip-shortage-easing","seolocationalt":"Global manufacturers see chip shortage easing","url_seo":"global-manufacturers-see-chip-shortage-easing"},{"msid":"92868618","stname":"TSMC's Q2 profit up 76%, beats market estimates","artsyn":"Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.","seolocation":"telecomnews\/tsmcs-q2-profit-up-76-beats-market-estimates","seolocationalt":"TSMC's Q2 profit up 76%, beats market estimates","url_seo":"tsmcs-q2-profit-up-76-beats-market-estimates"},{"msid":"92598530","stname":"Chip stocks fall as Micron outlook signals easing demand","artsyn":"Micron Technology Inc, a maker of memory chips, forecast on Thursday much worse-than-expected revenue for the current quarter and said the market had \"weakened considerably in a very short period of time.\"","seolocation":"telecomnews\/chip-stocks-fall-as-micron-outlook-signals-easing-demand","seolocationalt":"Chip stocks fall as Micron outlook signals easing demand","url_seo":"chip-stocks-fall-as-micron-outlook-signals-easing-demand"},{"msid":"92247961","stname":"India to invest $30 billion in tech sector, semiconductor supply chain: Report","artsyn":"The investment initiative aims to boost local production of semiconductors, displays, advanced chemicals, networking and telecom equipment, as well as batteries and electronics, according to India's top diplomat to Taiwan.","seolocation":"telecomnews\/india-to-invest-30-billion-in-tech-sector-semiconductor-supply-chain-report","seolocationalt":"India to invest $30 billion in tech sector, semiconductor supply chain: Report","url_seo":"india-to-invest-30-billion-in-tech-sector-semiconductor-supply-chain-report"},{"msid":"92079868","stname":"Taiwan's TSMC says no plans for now to build factories in Europe","artsyn":"With many industries suffering from a global shortage of semiconductors, Taiwan and the EU held high level trade talks last week with chip cooperation at the top of the agenda. In February, the EU unveiled the European Chips Act, with the bloc mentioning Taiwan as one of the \"like-minded partners\" Europe would like to work with.","seolocation":"telecomnews\/taiwans-tsmc-says-no-plans-for-now-to-build-factories-in-europe","seolocationalt":"Taiwan's TSMC says no plans for now to build factories in Europe","url_seo":"taiwans-tsmc-says-no-plans-for-now-to-build-factories-in-europe"},{"msid":"91957388","stname":"Taiwan to hold trade talks with EU as Europe focuses on chips: Source","artsyn":"In February, the EU unveiled a European Chips Act, with the bloc mentioning Taiwan, home to the world's largest contract chipmaker TSMC and other major semiconductor companies, as one of the \"like-minded partners\" Europe would like to work with.","seolocation":"telecomnews\/taiwan-to-hold-trade-talks-with-eu-as-europe-focuses-on-chips-source","seolocationalt":"Taiwan to hold trade talks with EU as Europe focuses on chips: Source","url_seo":"taiwan-to-hold-trade-talks-with-eu-as-europe-focuses-on-chips-source"},{"msid":"91929617","stname":"Global chip shortage likely to last through 2023: US official","artsyn":"Shutdowns of key Asian suppliers due to the Covid-19 pandemic crippled supplies last year, just when American consumers, flush with cash from government aid, went on a spending spree buying cars and electronics, which depend on the chips.","seolocation":"telecomnews\/global-chip-shortage-likely-to-last-through-2023-us-official","seolocationalt":"Global chip shortage likely to last through 2023: US official","url_seo":"global-chip-shortage-likely-to-last-through-2023-us-official"},{"msid":"91906249","stname":"Foxconn predicts more stable supply chain in the second half of 2022","artsyn":"\"We are quite confident in the stability of our supply chain for the second half of this year,\" Foxconn chairman Liu Young-way told the company's annual shareholder meeting.","seolocation":"telecomnews\/foxconn-predicts-more-stable-supply-chain-in-the-second-half-of-2022","seolocationalt":"Foxconn predicts more stable supply chain in the second half of 2022","url_seo":"foxconn-predicts-more-stable-supply-chain-in-the-second-half-of-2022"},{"msid":"91824042","stname":"Dell results surpass estimates on strong PC demand; shares jump","artsyn":"The PC maker's shares jumped 7% after the bell as it also trumped expectations for quarterly profit with a 62% jump and said revenue growth was powered by continued strength in commercial PCs.","seolocation":"telecomnews\/dell-results-surpass-estimates-on-strong-pc-demand-shares-jump","seolocationalt":"Dell results surpass estimates on strong PC demand; shares jump","url_seo":"dell-results-surpass-estimates-on-strong-pc-demand-shares-jump"},{"msid":"91777933","stname":"Best Buy's Q1 results show bite of inflation, chip shortage","artsyn":"The nation's largest consumer electronics chain also cut its annual outlook, noting a deteriorating macro economic environment.","seolocation":"telecomnews\/best-buys-q1-results-show-bite-of-inflation-chip-shortage","seolocationalt":"Best Buy's Q1 results show bite of inflation, chip shortage","url_seo":"best-buys-q1-results-show-bite-of-inflation-chip-shortage"},{"msid":"91510511","stname":"STMicro sees over $20 bln in annual sales by 2027","artsyn":"The sales target represents about a 30% increase from the top range of its expectations for this year, at $15.3 billion. STMicro also ambitions to generate a gross margin of over 50% by 2027 at the latest.","seolocation":"telecomnews\/stmicro-sees-over-20-bln-in-annual-sales-by-2027","seolocationalt":"STMicro sees over $20 bln in annual sales by 2027","url_seo":"stmicro-sees-over-20-bln-in-annual-sales-by-2027"},{"msid":"91361292","stname":"Germany wants to attract chip makers with 14 bln euros state aid","artsyn":"A global chip shortage and supply chain bottlenecks have created havoc for car makers, healthcare providers, telecoms operators and others.","seolocation":"telecomnews\/germany-wants-to-attract-chip-makers-with-14-bln-euros-state-aid","seolocationalt":"Germany wants to attract chip makers with 14 bln euros state aid","url_seo":"germany-wants-to-attract-chip-makers-with-14-bln-euros-state-aid"},{"msid":"89500050","stname":"China's SMIC earns record revenue in 2021, boosted by global chip shortage","artsyn":"Sales for calendar 2021 were up 39% on the year at a record of $5.4 billion, propelled by worldwide demand, the company said in an annual financial report published on Thursday.","seolocation":"telecomnews\/chinas-smic-earns-record-revenue-in-2021-boosted-by-global-chip-shortage","seolocationalt":"China's SMIC earns record revenue in 2021, boosted by global chip shortage","url_seo":"chinas-smic-earns-record-revenue-in-2021-boosted-by-global-chip-shortage"},{"msid":"89358975","stname":"House passes bill to boost US computer chip production","artsyn":"The bill passed by a vote of 222-210. It marks an important step for a top Biden administration priority, but the legislation is likely to be extensively revised as negotiators reconcile differences with what the Senate passed about eight months ago.","seolocation":"telecomnews\/house-passes-bill-to-boost-us-computer-chip-production","seolocationalt":"House passes bill to boost US computer chip production","url_seo":"house-passes-bill-to-boost-us-computer-chip-production"},{"msid":"89335577","stname":"Top 10 semiconductor buyers increased chip spending by 25% in 2021","artsyn":"Amid global chip shortage, top 10 semiconductors buyers increased their chip spending by 25.2 per cent and accounted for 42.1 per cent of the total market, a new Gartner report said on Thursday.","seolocation":"telecomnews\/top-10-semiconductor-buyers-increased-chip-spending-by-25-in-2021","seolocationalt":"Top 10 semiconductor buyers increased chip spending by 25% in 2021","url_seo":"top-10-semiconductor-buyers-increased-chip-spending-by-25-in-2021"}],"primeid":0,"storytags":{"categoryTag":{"sectionid":"49830939","sectionname":"TelecomNews","seolocation":"telecomnews","seolocationalt":"telecomnews"},"otherTags":[{"keyid":"10637506","value":"Global chip shortage","smid":"0","keynameseo":"Global-chip-shortage","keytype":"","keycount":"totalcount","weightage":"100"},{"keyid":"970767","value":"Microchip Technology","smid":"0","keynameseo":"Microchip-Technology","keytype":"","keycount":"totalcount","weightage":"80"},{"keyid":"171929","value":"tsmc","smid":"0","keynameseo":"tsmc","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"793177","value":"Taiwan Semiconductor Manufacturing Co","smid":"0","keynameseo":"Taiwan-Semiconductor-Manufacturing-Co","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"102188","value":"stmicroelectronics","smid":"0","keynameseo":"stmicroelectronics","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"4571589","value":"smart global holdings","smid":"0","keynameseo":"smart-global-holdings","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"298294","value":"nxp semiconductors","smid":"0","keynameseo":"nxp-semiconductors","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"1591959","value":"microcontrollers","smid":"0","keynameseo":"microcontrollers","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"176195","value":"infineon","smid":"0","keynameseo":"infineon","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"6355190","value":"devices","smid":"0","keynameseo":"devices","keytype":"","keycount":"totalcount","weightage":"20"}],"filterTags":[]},"formattedTags":{"companyTags":[],"otherTags":[{"name":"Taiwan Semiconductor Manufacturing Co"},{"name":"smart global holdings"},{"name":"Global chip shortage"},{"name":"Microchip Technology"},{"name":"stmicroelectronics"},{"name":"nxp semiconductors"},{"name":"microcontrollers"},{"name":"infineon"},{"name":"devices"},{"name":"tsmc"}],"newsCategoryTags":[{"name":"TelecomNews","seolocation":"telecomnews"}],"breadcrumbTags":["Global chip shortage","Microchip Technology","tsmc","Taiwan Semiconductor Manufacturing Co","stmicroelectronics","smart global holdings","nxp semiconductors","microcontrollers","infineon","devices"],"filterTags":[]},"breadcrumbTags":["Global chip shortage","Microchip Technology","tsmc","Taiwan Semiconductor Manufacturing Co","stmicroelectronics","smart global holdings","nxp semiconductors","microcontrollers","infineon","devices"],"Alttitle":{"minfo":""},"Altdescription":{"minfo":""},"amp_url":"\/\/www.iser-br.com\/amp\/news\/chip-shortage-creates-new-power-players\/87597071","associated":{"articles":{"95834793":{"msid":"95834793","stname":"British lawmakers say business at risk from lack of chip support","artsyn":"Spurred by a global shortage, governments in the United States and Europe have ploughed tens of billions of dollars into semiconductors, including building new manufacturing \"fabs\".","seolocation":"telecomnews\/british-lawmakers-say-business-at-risk-from-lack-of-chip-support","seolocationalt":"British lawmakers say business at risk from lack of chip support","url_seo":"british-lawmakers-say-business-at-risk-from-lack-of-chip-support"},"93702856":{"msid":"93702856","stname":"Taiwan touts 'democracy chips' in meeting with U.S. state governor","artsyn":"Governor Eric Holcomb is making the third trip to Taiwan this month by a U.S. delegation after U.S. House Speaker Nancy Pelosi visited briefly, infuriating China, which views Taiwan as its own territory.","seolocation":"telecomnews\/taiwan-touts-democracy-chips-in-meeting-with-u-s-state-governor","seolocationalt":"Taiwan touts 'democracy chips' in meeting with U.S. state governor","url_seo":"taiwan-touts-democracy-chips-in-meeting-with-u-s-state-governor"},"93175144":{"msid":"93175144","stname":"Samsung Electronics says operating profits up 12.18 percent in Q2","artsyn":"\"Earnings in the Memory Business improved both year-on-year and quarter-on-quarter as the Company focused on meeting solid demand for servers,\" Samsung said.","seolocation":"telecomnews\/samsung-electronics-says-operating-profits-up-12-18-percent-in-q2","seolocationalt":"Samsung Electronics says operating profits up 12.18 percent in Q2","url_seo":"samsung-electronics-says-operating-profits-up-12-18-percent-in-q2"},"93167213":{"msid":"93167213","stname":"Taiwan chipmaker UMC sees further growth for sector into 2023","artsyn":"\"After two very strong years in the semi market - we call it a supercycle - and hitting the recent turbulence and disruption from the market, and after this rising macro uncertainty, higher inflationary cost issues, we still foresee the foundry industry growing in 2023,\" co-president Jason Wang told an earnings call.","seolocation":"telecomnews\/taiwan-chipmaker-umc-sees-further-growth-for-sector-into-2023","seolocationalt":"Taiwan chipmaker UMC sees further growth for sector into 2023","url_seo":"taiwan-chipmaker-umc-sees-further-growth-for-sector-into-2023"},"93033509":{"msid":"93033509","stname":"Nokia sees chip shortage easing as profit beats forecasts, shares rise","artsyn":"A semiconductor shortage that began around the height of the pandemic in 2020 has affected a range of industries, including telecoms. Nokia said it expects the pressure to ease through the second half of 2022 and the first half of next year.","seolocation":"telecomnews\/nokia-sees-chip-shortage-easing-as-profit-beats-forecasts-shares-rise","seolocationalt":"Nokia sees chip shortage easing as profit beats forecasts, shares rise","url_seo":"nokia-sees-chip-shortage-easing-as-profit-beats-forecasts-shares-rise"},"93033346":{"msid":"93033346","stname":"Global manufacturers see chip shortage easing","artsyn":"An increased supply of chips will reduce one burden facing an industry that is also battling raw material price inflation, a tight energy market and rising interest rates that are throwing a dampener on consumer demand.","seolocation":"telecomnews\/global-manufacturers-see-chip-shortage-easing","seolocationalt":"Global manufacturers see chip shortage easing","url_seo":"global-manufacturers-see-chip-shortage-easing"},"92868618":{"msid":"92868618","stname":"TSMC's Q2 profit up 76%, beats market estimates","artsyn":"Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, saw net profit for April-June rise to T$237.0 billion ($7.94 billion) from T$134.4 billion a year earlier.","seolocation":"telecomnews\/tsmcs-q2-profit-up-76-beats-market-estimates","seolocationalt":"TSMC's Q2 profit up 76%, beats market estimates","url_seo":"tsmcs-q2-profit-up-76-beats-market-estimates"},"92598530":{"msid":"92598530","stname":"Chip stocks fall as Micron outlook signals easing demand","artsyn":"Micron Technology Inc, a maker of memory chips, forecast on Thursday much worse-than-expected revenue for the current quarter and said the market had \"weakened considerably in a very short period of time.\"","seolocation":"telecomnews\/chip-stocks-fall-as-micron-outlook-signals-easing-demand","seolocationalt":"Chip stocks fall as Micron outlook signals easing demand","url_seo":"chip-stocks-fall-as-micron-outlook-signals-easing-demand"},"92247961":{"msid":"92247961","stname":"India to invest $30 billion in tech sector, semiconductor supply chain: Report","artsyn":"The investment initiative aims to boost local production of semiconductors, displays, advanced chemicals, networking and telecom equipment, as well as batteries and electronics, according to India's top diplomat to Taiwan.","seolocation":"telecomnews\/india-to-invest-30-billion-in-tech-sector-semiconductor-supply-chain-report","seolocationalt":"India to invest $30 billion in tech sector, semiconductor supply chain: Report","url_seo":"india-to-invest-30-billion-in-tech-sector-semiconductor-supply-chain-report"},"92079868":{"msid":"92079868","stname":"Taiwan's TSMC says no plans for now to build factories in Europe","artsyn":"With many industries suffering from a global shortage of semiconductors, Taiwan and the EU held high level trade talks last week with chip cooperation at the top of the agenda. In February, the EU unveiled the European Chips Act, with the bloc mentioning Taiwan as one of the \"like-minded partners\" Europe would like to work with.","seolocation":"telecomnews\/taiwans-tsmc-says-no-plans-for-now-to-build-factories-in-europe","seolocationalt":"Taiwan's TSMC says no plans for now to build factories in Europe","url_seo":"taiwans-tsmc-says-no-plans-for-now-to-build-factories-in-europe"},"91957388":{"msid":"91957388","stname":"Taiwan to hold trade talks with EU as Europe focuses on chips: Source","artsyn":"In February, the EU unveiled a European Chips Act, with the bloc mentioning Taiwan, home to the world's largest contract chipmaker TSMC and other major semiconductor companies, as one of the \"like-minded partners\" Europe would like to work with.","seolocation":"telecomnews\/taiwan-to-hold-trade-talks-with-eu-as-europe-focuses-on-chips-source","seolocationalt":"Taiwan to hold trade talks with EU as Europe focuses on chips: Source","url_seo":"taiwan-to-hold-trade-talks-with-eu-as-europe-focuses-on-chips-source"},"91929617":{"msid":"91929617","stname":"Global chip shortage likely to last through 2023: US official","artsyn":"Shutdowns of key Asian suppliers due to the Covid-19 pandemic crippled supplies last year, just when American consumers, flush with cash from government aid, went on a spending spree buying cars and electronics, which depend on the chips.","seolocation":"telecomnews\/global-chip-shortage-likely-to-last-through-2023-us-official","seolocationalt":"Global chip shortage likely to last through 2023: US official","url_seo":"global-chip-shortage-likely-to-last-through-2023-us-official"},"91906249":{"msid":"91906249","stname":"Foxconn predicts more stable supply chain in the second half of 2022","artsyn":"\"We are quite confident in the stability of our supply chain for the second half of this year,\" Foxconn chairman Liu Young-way told the company's annual shareholder meeting.","seolocation":"telecomnews\/foxconn-predicts-more-stable-supply-chain-in-the-second-half-of-2022","seolocationalt":"Foxconn predicts more stable supply chain in the second half of 2022","url_seo":"foxconn-predicts-more-stable-supply-chain-in-the-second-half-of-2022"},"91824042":{"msid":"91824042","stname":"Dell results surpass estimates on strong PC demand; shares jump","artsyn":"The PC maker's shares jumped 7% after the bell as it also trumped expectations for quarterly profit with a 62% jump and said revenue growth was powered by continued strength in commercial PCs.","seolocation":"telecomnews\/dell-results-surpass-estimates-on-strong-pc-demand-shares-jump","seolocationalt":"Dell results surpass estimates on strong PC demand; shares jump","url_seo":"dell-results-surpass-estimates-on-strong-pc-demand-shares-jump"},"91777933":{"msid":"91777933","stname":"Best Buy's Q1 results show bite of inflation, chip shortage","artsyn":"The nation's largest consumer electronics chain also cut its annual outlook, noting a deteriorating macro economic environment.","seolocation":"telecomnews\/best-buys-q1-results-show-bite-of-inflation-chip-shortage","seolocationalt":"Best Buy's Q1 results show bite of inflation, chip shortage","url_seo":"best-buys-q1-results-show-bite-of-inflation-chip-shortage"},"91510511":{"msid":"91510511","stname":"STMicro sees over $20 bln in annual sales by 2027","artsyn":"The sales target represents about a 30% increase from the top range of its expectations for this year, at $15.3 billion. STMicro also ambitions to generate a gross margin of over 50% by 2027 at the latest.","seolocation":"telecomnews\/stmicro-sees-over-20-bln-in-annual-sales-by-2027","seolocationalt":"STMicro sees over $20 bln in annual sales by 2027","url_seo":"stmicro-sees-over-20-bln-in-annual-sales-by-2027"},"91361292":{"msid":"91361292","stname":"Germany wants to attract chip makers with 14 bln euros state aid","artsyn":"A global chip shortage and supply chain bottlenecks have created havoc for car makers, healthcare providers, telecoms operators and others.","seolocation":"telecomnews\/germany-wants-to-attract-chip-makers-with-14-bln-euros-state-aid","seolocationalt":"Germany wants to attract chip makers with 14 bln euros state aid","url_seo":"germany-wants-to-attract-chip-makers-with-14-bln-euros-state-aid"},"89500050":{"msid":"89500050","stname":"China's SMIC earns record revenue in 2021, boosted by global chip shortage","artsyn":"Sales for calendar 2021 were up 39% on the year at a record of $5.4 billion, propelled by worldwide demand, the company said in an annual financial report published on Thursday.","seolocation":"telecomnews\/chinas-smic-earns-record-revenue-in-2021-boosted-by-global-chip-shortage","seolocationalt":"China's SMIC earns record revenue in 2021, boosted by global chip shortage","url_seo":"chinas-smic-earns-record-revenue-in-2021-boosted-by-global-chip-shortage"},"89358975":{"msid":"89358975","stname":"House passes bill to boost US computer chip production","artsyn":"The bill passed by a vote of 222-210. It marks an important step for a top Biden administration priority, but the legislation is likely to be extensively revised as negotiators reconcile differences with what the Senate passed about eight months ago.","seolocation":"telecomnews\/house-passes-bill-to-boost-us-computer-chip-production","seolocationalt":"House passes bill to boost US computer chip production","url_seo":"house-passes-bill-to-boost-us-computer-chip-production"},"89335577":{"msid":"89335577","stname":"Top 10 semiconductor buyers increased chip spending by 25% in 2021","artsyn":"Amid global chip shortage, top 10 semiconductors buyers increased their chip spending by 25.2 per cent and accounted for 42.1 per cent of the total market, a new Gartner report said on Thursday.","seolocation":"telecomnews\/top-10-semiconductor-buyers-increased-chip-spending-by-25-in-2021","seolocationalt":"Top 10 semiconductor buyers increased chip spending by 25% in 2021","url_seo":"top-10-semiconductor-buyers-increased-chip-spending-by-25-in-2021"}}}}" data-news-images="[{"msid":"87580500","msname":"","msnameseo":"chip-crisis","mediatype":"44","artdate":"2021-11-08 12:08:02.0","caption":" Microcontrollers combine the ability to make calculations with built-in memory to store programs and data, often adding features that only come from specialized factories. "}]" 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">
