The shortage of chips that is sweeping the world continues to cause tensions in the semiconductor supply chain. Recently, Power Semiconductor’s chairman Huang Chongren said: “The chip shortage is difficult to solve in the short term.” He pointed out that the rapid evolution of AI and electric vehicle technology will drive new investment, as well as the long and short supply of electronic components. The panic and disconnection of the automotive electronics supply chain has triggered stockpile, which has exacerbated the pressure of imbalance between supply and demand for mature process chips.
In addition, the policy-driven global carbon reduction drive and high-priced carbon rights have driven the rapid integration of the semiconductor and electric vehicle industries, exacerbating the shortage of chips. He said: “General car chips are still out of stock, and AI chips are even more lacking. How big is the demand for new cars? It is still unknown, and these are not within the planned production capacity.”
Huang Chongren said that under the housing economy boom, computers,television,cell phoneWaiting for consumer electronics to “buy everything that should be bought”, so the future gap is still in the car. The existing general car chips of major automakers have been gradually supplemented after the major chip manufacturers increased their supply. However, the demand for more advanced smart cars with more AI chips has not yet made up the production capacity.
When it comes to the future, Huang Chongren is most worried about talent issues. He bluntly said that although the semiconductor factory has been built, the talents are not necessarily complete. (Proofreading/Seven Seven)