Since the end of the fourth quarter of last year, the global automotive industry's "core shortage" problem has become increasingly serious. Recently, many automakers have been forced to suspend or reduce production due to the "core shortage". According to market estimates, the production of 19 automakers under ten international brands will be affected within one month. In this regard, the governments of Europe, America, Japan and other countries have begun to actively communicate with the Chinese Taiwan government, hoping that Taiwan’s foundries can give priority to guaranteeing the supply of automotive chips.
Subsequently, TSMC announced on January 28 that “it is re-allocating production capacity to increase support for the global industry in order to alleviate the impact of automotive chip supply challenges on the automotive industry. It is a top priority for TSMC.”
According to industry sources, TSMC will adopt an extremely rare "super hot run" (super hot run), temporarily inserting orders to produce automotive chips, but it may take three months at the earliest to start delivery, or even longer.
The Nikkei Asian Review pointed out that TSMC will use "superhotruns" to produce automotive chips, reducing cycle times by up to 50%. The production cycle of most automotive chips is about 40-50 days. TSMC uses "super urgent" processing, which means that the representative time can be shortened to 20-25 days or less, but this situation is very rare.
It is worth noting that TSMC’s doing so will actually cause “internal injuries”, because the “super urgent” method will reduce the efficiency of equipment and machines, disrupt the production schedule at least three months later, and the production cost will increase instead of falling. , And possible yield loss. Another problem is that usually customers have to add money to the manufacturer to rush the order, and these risks also need to be reflected in the price. However, the attitude of major European, American and Japanese automakers is still unclear.
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