The Semiconductor Ecosystem explained

[ATCclears]

Steve Blank The Semiconductor Ecosystem – Explained

The last year has seen a ton written about the semiconductor industry: chip shortages, the CHIPS Act, our dependence on Taiwan and TSMC, China, etc. But despite all this talk about chips and semico…

steveblank.com

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[Bam]

Think things are bad now, just wait until China finally makes its move on Taiwan.

 

[ATCclears]

@Bam we are already there.


In 2019, companies typically maintained 40 days of inventory for key chips, according to the Commerce Department report. Now for the same chips—defined as 160 products that companies identified as being the most challenging to acquire—companies are operating with fewer than five days of inventory, the report said.

Chip Shortage Leaves U.S. Companies Dangerously Low on Semiconductors, Report Says

Commerce Secretary Gina Raimondo said a survey shows the urgency for Congress to approve the Innovation and Competition Act, which includes $52 billion to boost domestic chip production.

www.wsj.com