Criminals list:

Nanosheet FET transistors

The global semiconductor shortage, disrupting the automotive industry and threatening the supply of consumer goods, will last for at least a year. This was announced by the Singapore-based company Flex, which is one of the largest contract electronics manufacturers.

Flex's outlook for shortage ends is one of the bleakest since semiconductor supply disruptions faced by manufacturers around the world.

“With such high demand, the end of the deficit is expected in mid to late 2022, depending on the product. Some expect the **deficit to continue into 2023*, ”said Lynn Torrel, chief procurement and supply chain specialist at Flex. She also noted that semiconductor manufacturers, with which Flex works, have canceled their forecasts for the timing of the end of the shortage.

Semiconductor industry just needed this big extra money, so they created all the spectacle.

Note that shortages are in the industries that had been always very accurately planned. But such industries also make something you can't live without, so they can rip each and everyone.

AMD and TSMC

New US bill

• Provide $52 billion to support domestic semiconductor manufacturing
• Authorize $81 billion for the National Science Foundation from fiscal 2022 to fiscal 2026
• Authorize $16.9 billion for the Department of Energy over the same period for research and development and energy-related supply chains in key technology areas.
• Authorize $10 billion to NASA’s human landing systems program

The largest part of the 1,400-page plan is a proposal previously known as the “Endless Frontier Act.”

Also exist an amendment, that provision from Schumer and Sen. Todd Young, R-Ind., would give new life to the National Science Foundation, appropriate $81 billion for the NSF between fiscal 2022 and 2026, and establish a Directorate for Technology and Innovation.

Lead times for some product categories are growing at an even more alarming rate. For example, the power management ICs wait time increased to 23.7 weeks in April, about four weeks longer than a month earlier. Lead times for industrial microcontrollers have increased by three weeks, which market participants say is one of the steepest increases in recent years.

According to people familiar with the supply chain, delays primarily hit small producers, whose orders are satisfied on a leftover basis. For example, headphone manufacturers are faced with having to wait more than 52 weeks for their orders. This forces such companies to redesign products, shift priorities, and even abandon certain projects altogether.

The situation is no better with automotive chips. NXP Semiconductors, a major automotive chip supplier, now has a lead time of over 22 weeks, up from 12 weeks late last year. STMicroelectronics, another key supplier of automotive ICs, increased its lead time by more than four weeks to 28 weeks in April.

It will be some time until thing will back to "normal", this means around 2-3x of current prices.

Taiwan's President Tsai Ing-Wen called on the country to save water as the island nation faced its worst drought in 60 years. Tsai noted that the drought hit Taichung City, where TSMC's manufacturing center is located, as well as factories that produce LCD displays. Both industries consume huge volumes of water, and therefore, they have hard time now.

The drought could exacerbate the global chip shortage, which forces TSMC to operate at full capacity. Lack of water for technical needs may force the company to reduce production. The water level at two large dams in the Taichung area dropped to about 5%. Taiwan's Ministry of Economy demanded that companies cut water consumption by 15 percent on April 6.

Now water levels will be blamed for industry issues.

TSMC revenue by country

New data comes about TSMC founder and current top management. All of them had tight ties with CIA and backed by few other US based think tanks. Up to 70% of funds during initial years and during high concurrency periods came from US using shady channels (can originate by US backed drugs trade).

TSMC's 3nm process technology will be another full node stride from its 5nm process, with risk production scheduled for later this year followed by volume production in the second half of 2022, Wei disclosed. "Our N3 technology development is on track with good progress," Wei added.

It is time for marketing wars and cheating.

US companies held a 50% share of total IDM sales and a 64% share of fabless sales worldwide in 2020, capturing 55% of total IC sales worldwide last year, according to IC Insights.

South Korea-based companies held 21% of total IC sales in 2020, said IC Insights. Taiwan-based companies held 7% of the global IC market, one point greater than the Europe- and Japan-based companies, while China-based companies held only 5% of total IC sales in 2020.

Semiconductor manufacturing and sales are one of the most profitable businesses, sometimes beating drugs.

For example average Nvidia GPU now have total profits (both to manufacturers and intermediates) comparable to heavy drugs.

Worldwide sales of semiconductor manufacturing equipment surged 19% from US$59.8 billion in 2019 to a new all-time high of US$71.2 billion in 2020, according to SEMI.

China claimed the largest market for new semiconductor equipment with sales growth of 39% to US$18.72 billion.

Sales in Taiwan, the second-largest equipment market, remained flat in 2020 with sales of US$17.15 billion after showing strong growth in 2019, SEMI said. Korea registered 61% growth to US$16.08 billion to sit in third.

Annual spending also increased 21% in Japan and 16% in Europe as both regions are recovering from the contraction in 2019, SEMI continued. Receipts in North America decreased 20% in 2020 following three years of consecutive growth.

Bad things coming, as up to 60% of money spent came for free from governments.