This guy nailed it & a year ago, he even said that there was going to be a Crypto Crash
I Was RIGHT!!!! (and I hate it) - Semiconductor Shortage Explained
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Only thing that person said that was related to auto and correct. Was very first part. Most auto companies expected sales to drop off during covid.
All but Japanese companies lower their requirements.
This is public knowledge, way before that person create his video.... Even CNN reported it and correctly.
During Covid, many office workers were told to work from home. People and companies started buying more router/switches/monitors/computers, network cables etc...
This affected auto industry some what, but not as much News Media likes to claim, as they are generally clueless idiots.
For while network cable was 3-4 times higher then before covid.
Auto companies were wrong. SUV/Truck demand went up. RV sales went up( I recall Thor releasing statement they had around $10billion in backorders in 2021)
While TSMC makes the most, they don't make much for auto industry directly.
Infineon in Germany makes most.
NXP in Netherlands.
Renesas in Japan.
The fire at Renesas hurt GM the most. They were/are used for monitoring air bags, braking, camera's, lane detection, cruise control, or things that most people hate.
TI in US
STM in Switzerland.
Those are just top 5, there are others.
Your earlier statement that chip companies are losing money making parts for Auto industry. Use your friend google.
“Infineon has closed the 2021 fiscal year with an outstanding fourth quarter. We are stronger than ever and report revenue of over €11 billion for a full fiscal year for the first time, with significantly higher profitability," said Dr. Reinhard Ploss, CEO of Infineon. "Our corporate strategy is fully focused on the key trends of electrification and digitalization. We have established a first-class position that is enabling us to shape both of these fields with innovative technologies. In light of the continued high demand for semiconductors needed for the energy-efficient, connected world, we expect the 2022 fiscal year to be a strong one. We are investing significantly more in order to take advantage of opportunities to grow."
The rest of the stuff the person in video was claiming, just his opinion, and mostly wrong.
US banning Nvidia selling their high end GPU in China caused the issue for Crypto. Now they are making a model that is approved to sell in China.
China has 85%-90% of the world Crypto mining.
He was also wrong about Samsung/Taiwan being only places to make high end CPU/GPU.
While Taiwan is the largest at 85%. US(12%)/Japan/China/Netherlands/Switzerland/Russia/Vietnam(via Intel) all have fabs that can and do.