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Semiconductor Industry News Update - Late January 2022

Undaunted by a recent factory fire, ASML plans to hire thousands of new workers to help it resolve the global chip shortage. It has also sold Intel chipmaking equipment that costs over $380 million.

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Global Electronic Component Shortage - January 2022 Update

Here is a comprehensive update on the global electronic component shortage, components lead times, and a forecast of when the parts crunch will end.

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Qualcomm launches new gaming console processor, pursing supplier diversity

Qualcomm recently moved to break into the gaming market with its Snapdragon G3x Gen 1 mobile device SoC. The chipmaker is also working to diversify its supply chain to prevent future component shortages.

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BMW, Stellantis make deals with chipmakers for supply chain stability

BMW and Stellantis recently signed deals with component manufacturers and foundry service providers to ensure they had a steady supply of microelectronics. Other major carmakers, including Ford, have adopted the same strategy to combat the global chip shortage.

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Samsung selects Taylor, Texas as location for $17 billion chip factory

Samsung announced it would establish a $17 billion cutting-edge chip fab in Taylor, Texas. Once operational in 2024, the plant will produce 5G, artificial intelligence, high-performance computing, and mobile device components.

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Bosch investing $451M to expand capacity amid chip shortage

Bosch revealed it would spend €400 million ($451 million) to expand its semiconductor manufacturing resources in three locations. The conglomerate is committed to producing silicon carbide (SiC) components at volume, which has big implications for the auto industry.

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Chinese semiconductor production fell in October due global chip shortage

In October, Chinese component output dropped by several hundred million units, likely due to the impact of the global chip shortage. However, local leaders and manufacturers are working on expanding regional production capacity significantly.

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Texas Instruments to build 300mm multi-fab complex in home state next year

Texas Instruments recently announced plans to establish a large 300mm chip complex in its home state. The firm wants to invest around $30 billion to establish four fabs on-site, with production to commence in 2025.

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Alibaba and Tencent unveil high-powered, self-designed enterprise chips

Chinese tech giants Alibaba and Tencent recently debuted high-performance microchips that they designed in-house. The new components will help both conglomerates optimize their respective digital ecosystems and further China’s semiconductor industry goals.

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AMD lands contract to provide Meta with server chips

AMD recently revealed it agreed with Meta to supply it with server chips to support Facebook and its other products. That development will have two significant impacts on the broader semiconductor industry that could benefit smaller manufacturers.

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