German Semiconductor Production Town Dresden has undergone short-term power outages in a short-term power outage this week, and has gradually emerged for the impact of tight chip production capacity. The industry is pointed out that there is a short-term stop of the vehicle integration element (IDM) large factory production interruption, and the subsequent production line is restarted, but the vehicle semiconductor supply has been added to the third quarter, and now touches the supply chain schedule for the fourth quarter.

The industry is observed, the vehicle semiconductor supply chain is complex, and a small number is in line with the production qualification and has a large factory with a new mature process. It is expected to get an ultra-emergency order for the vehicle IDM big factory. For related rumors, TSMO did not comment yesterday, and did not update the view of the car semiconductor market.

The industry is observed, and the vehicle supply chain is absentually unsolved. In the near future, there are Southeast Asian epidemic, German automotive electronics and semiconductor production of large battles, the supply scheduling variables, the supply chain supply, the supply chain supply is delayed.

Industry people pointed out that this year's car sales have grown sharply, and automotive electronic demand is strong in the first half of this year, but the past IDM big factory is low inventory strategy, now adding car chips, and the brand is suffering. Originally hoped in the production capacity, the third seasons can be restored to normal shipments, but the electric supply chain message shows that the imbalance of supply and demand is not as good as expected.

TSMC has been mentioned in July, and it will be mentioned that in the first half of the year, it will increase the production of MCUs in the first half of the year. He is 30% year-on-year. This year, the car MCU production is 60% year-on-year. I hope to adopt relevant strain measures to improve customer vehicle semiconductor components. Shortage.

Recently, the car electronics factory is powered down from Dresden, and it has once again influenced the global car semiconductor recovery speed. According to the German local media news, Dresden unexpectedly power outage on the 13th this week, and some regions were quickly recharged, and the overall impact exceeded two hours. The industry is estimated that the vehicle semiconductor is still dominated by the IDM factory, the area is the production of heavy towns, including Yingfailing, Bosch, etc. is still assessed, so that the vehicle semiconductor is supplied to add.

According to English, the factory is restarted on the 14th, but it takes a period of time to re-restore the production. It is not clear that the actual loss amount is unclear, and the production cost is very high, and the Bette will go all out to control losses.

In order to avoid excessive concentration of certain areas and expansion needs of production capacity, Yingfei has selected 1.6 billion euros of expansion capacity in Austria Villach. It is put into production this year to produce in early next year.

Bosch pointed out that the emergency power launch still cannot support production, and then restart production on the afternoon on the 13th, the actual impact is still assessing.