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powerstroke

Kentucky truck plant

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I knew this would happen!!!

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Can’t say I am surprised, it is a week shutdown *at this point*

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Will this snowball into delayed 2022s.....?

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I think it will. This chip shortage will continue this summer and fall. More shutdowns probable. 

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I've been reading the chip shortage in general might continue until mid 2022.

We'll see who has more clout, the smart phone, IT, or automotive industry, to get better supplies.

 

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11 hours ago, jniffen said:

I've been reading the chip shortage in general might continue until mid 2022.

We'll see who has more clout, the smart phone, IT, or automotive industry, to get better supplies.

 

It could be late 2022 or even 2023 before there is significant relief on the IC shortages.

Building factories with large "clean" rooms is not cheap or easy !!

 

Segue - Only a few factories are capable of using large diameter silicon wafer (about 12") and the smallest size "features" (5 nm).  Larger diameter and smaller features mean more chips come out of the end of the process for about the same amount of manufacturing time.

 

The smaller manufacturers are still using 8" wafers @ 20+nm feature size.  Most of them have/had no plans of expansion because a 12", <7nm production line could cost over $1B !!!  (Intel still doe not have 5nm high volume production capability.)

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Well that's not good.  

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