Recently, the shortage of chips has affected the world's major automakers. Due to the shortage of automotive chips, Germany, the United States and Japan have asked relevant departments in Taiwan to help persuade Taiwanese manufacturers to help alleviate the core shortage in the automotive industry.

In this regard, TSMC stated that it will make it a top priority to solve the chip supply challenges affecting the automotive industry and will speed up the production of these products through its fab. "If it can further increase production capacity, it will give priority to the production of automotive chips." TSMC said on January 26.

According to the Economic Daily News, the latest report from Credit Suisse and Nomura Securities unanimously pointed out that TSMC has transferred some panel driver IC and CIS chip production capacity in response to the needs of automotive chips. This may lead to more serious driver chip shortages. TDDI and DDI quotes are estimated to be 3, The increase in April has benefited Novatek, a major driver chip manufacturer, and Credit Suisse’s target price has been raised to NT$500 (the same unit below).

In addition, in terms of cooperation between chip factories and foundries, Nomura pointed out that the two major DDI suppliers, Novatek and Himax, have not cooperated with TSMC, so the impact on production capacity is limited. However, the cooperation between Duntai and TSMC is greatly affected by capacity scheduling. Will still lead to more shortage of driver chip supply. At the same time, Vail Semiconductor, the world's third largest CIS factory, will also be affected by TSMC, causing CIS supply and demand to adjust.

At the same time, Credit Suisse investigated that TSMC has started capacity scheduling. The direct impact is to drive chips. It is estimated that TDDI and DDI will start to increase in March and April. They will not rule out further increases before the end of this year. Leading chip manufacturers, Novatek and Himax, are affected. Benefit the greatest.

It is understood that in 2020, automotive chips will only account for 3% of TSMC’s sales. Although in the first half of last year due to the epidemic, automotive customers’ orders decreased, but automotive chip sales increased by 27% in the second half of the year. The proportion is always limited. TSMC will spend 28 billion U.S. dollars to build production capacity this year, which means that under special circumstances, it still needs to increase production capacity to meet demand.