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SVTPerformance's Chain of Restaurants
Road Side Pub
Frying Pan Into the Fire -- Chip Shortage
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<blockquote data-quote="Weather Man" data-source="post: 16607730" data-attributes="member: 137766"><p><a href="https://seekingalpha.com/news/3682311-tsmc-power-outage-could-put-further-strain-on-global-auto-chip-shortage" target="_blank">TSMC power outage could put further strain on global auto chip shortage</a></p><ul> <li data-xf-list-type="ul">Yesterday, TSMC (NYSE:<a href="https://seekingalpha.com/symbol/TSM" target="_blank">TSM</a>) reported that its Fab14 P7 in the Southern Taiwan Science Center experienced a power outage that lasted for several hours, which was caused by construction workers accidentally severing and underground power line. TSMC said it was evaluating the impact of the outage.</li> <li data-xf-list-type="ul">Research firm <a href="https://www.trendforce.com/presscenter/news/20210415-10762.html" target="_blank">TrendForce</a> estimates that the facility accounts for 4% of the foundry's total 12-inch wafer capacity and around 2% of the global 12-in. wafer capacity.</li> <li data-xf-list-type="ul">TrendForce thinks it will take TSMC from two days to a week to get the equipment systems recalibrated and ready for normal operation.</li> <li data-xf-list-type="ul">The firm estimates that disposal of the overly damaged wafers will cause a negative financial impact of $10-25M, which is only about 0.1% of TSMC's annual revenue.</li> <li data-xf-list-type="ul">The Fab14 P7 facilities include 45/40nm and and 16/12nm production lines. The former is one of the nodes used to manufacture automotive chips, which means auto chip makers like NXP Semiconductors and Renesas (<a href="https://seekingalpha.com/symbol/RNECF" target="_blank">OTCPK:RNECF</a>) could bear the brunt of the outage impact.</li> <li data-xf-list-type="ul">TSMC was also using the facility to help Renasas cover some production lost after a recent fab fire, which could put the auto chip giant even<a href="https://seekingalpha.com/news/3679438-auto-chip-giant-renesas-shifts-production-from-fire-damaged-plant" target="_blank"> furthur behind schedule.</a></li> <li data-xf-list-type="ul">Recent news: Earlier this week, Intel, working toward its goal of being a global foundry player, said it was speaking with auto chipmakers about potentially handling <a href="https://seekingalpha.com/symbol/RNECF" target="_blank">some of the production.</a></li> <li data-xf-list-type="ul">Related: Early this morning, TSMC reported upside Q4 results, raised its full-year capex estimate, and warned that while auto chips could start seeing easing pressure next quarter, the chip shortage could <a href="https://seekingalpha.com/news/3682107-tsmc-lifts-capex-target-warning-that-chip-shortage-could-stretch-into-next-year" target="_blank">stretch into 2022.</a></li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16607730, member: 137766"] [URL='https://seekingalpha.com/news/3682311-tsmc-power-outage-could-put-further-strain-on-global-auto-chip-shortage']TSMC power outage could put further strain on global auto chip shortage[/URL] [LIST] [*]Yesterday, TSMC (NYSE:[URL='https://seekingalpha.com/symbol/TSM']TSM[/URL]) reported that its Fab14 P7 in the Southern Taiwan Science Center experienced a power outage that lasted for several hours, which was caused by construction workers accidentally severing and underground power line. TSMC said it was evaluating the impact of the outage. [*]Research firm [URL='https://www.trendforce.com/presscenter/news/20210415-10762.html']TrendForce[/URL] estimates that the facility accounts for 4% of the foundry's total 12-inch wafer capacity and around 2% of the global 12-in. wafer capacity. [*]TrendForce thinks it will take TSMC from two days to a week to get the equipment systems recalibrated and ready for normal operation. [*]The firm estimates that disposal of the overly damaged wafers will cause a negative financial impact of $10-25M, which is only about 0.1% of TSMC's annual revenue. [*]The Fab14 P7 facilities include 45/40nm and and 16/12nm production lines. The former is one of the nodes used to manufacture automotive chips, which means auto chip makers like NXP Semiconductors and Renesas ([URL='https://seekingalpha.com/symbol/RNECF']OTCPK:RNECF[/URL]) could bear the brunt of the outage impact. [*]TSMC was also using the facility to help Renasas cover some production lost after a recent fab fire, which could put the auto chip giant even[URL='https://seekingalpha.com/news/3679438-auto-chip-giant-renesas-shifts-production-from-fire-damaged-plant'] furthur behind schedule.[/URL] [*]Recent news: Earlier this week, Intel, working toward its goal of being a global foundry player, said it was speaking with auto chipmakers about potentially handling [URL='https://seekingalpha.com/symbol/RNECF']some of the production.[/URL] [*]Related: Early this morning, TSMC reported upside Q4 results, raised its full-year capex estimate, and warned that while auto chips could start seeing easing pressure next quarter, the chip shortage could [URL='https://seekingalpha.com/news/3682107-tsmc-lifts-capex-target-warning-that-chip-shortage-could-stretch-into-next-year']stretch into 2022.[/URL] [/LIST] [/QUOTE]
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Frying Pan Into the Fire -- Chip Shortage
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