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Malaysia’s rising COVID-19 cases disrupt global electronic components supply chain

Since June, Malaysia has enacted nationwide lockdowns to mitigate the impact of a spike in domestic COVID-19 infections. Consequently, the country’s chipmakers have had to curb their output, which has caused problems for some of the world’s leading automakers.

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Could the global chip shortage precipitate a widespread inventory glut?

Manufactures across the world have increased their parts orders in the wake of the global chip shortage. Is that stockpiling trend creating a new semiconductor inventory glut?

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Automakers moving away from JIT inventory model post-global chip shortage

Several multinational carmakers are moving away from the “just-in-time” semiconductor inventory model because of problems they encountered during the global chip shortage. The paradigm shift could have major implications for OEMs, CMs, and EMS providers.

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Global chip shortage to constrict mature node capacity through mid-2022

Semiconductor Engineering expects production capacity for components made using mature nodes to remain constricted because of the global chip shortage through mid-2022. Consequently, CMOS, PMIC, and MCU could be difficult to procure until then.

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TSMC increasing car chip output, but supply expected to remain tight until 2022

TSMC, the world’s top contract foundry, will increase its vehicle microcontroller production by 60 percent to address the global chip shortage. However, recent reports indicate that the worldwide component bottleneck will not ease up until 2021.

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Multiple industry leaders and analysts expect the global chip shortage will extend into 2023

Recently, many semiconductor supply chain participants said the global chip shortage would continue into 2023. Several market analysts agreed and offered tips on how OEMs can navigate the crisis.

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Daimler expects global chip shortage to continue until 2022

Daimler AG said it expects the global chip shortage to last until 2022. Other major automakers have made changes to their production goals and vehicle designs due to the parts bottleneck.

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Intel reportedly in talks to purchase GlobalFoundries for $30 billion

According to the Wall Street Journal, Intel has entered negotiations to buy GlobalFoundries from its parent company for $30 billion. The surprising potential acquisition has received a mixed reception from industry watchers.

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Erocore offers passive components the latest consumer electronics require

Erocore becoming an innovative player in the passive components sector. As a result, manufacturers can utilize its parts to meet robust demand for consumer electronics this holiday season.

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GlobalFoundries begins construction on $4B 300mm wafer fab in Singapore

GlobalFoundries, the world’s fourth-biggest contract chipmaker, announced it broke ground on a $4 billion fab. The Singaporean facility will make 450,000 silicon wafers (300mm) per month by 2023

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