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发表于 2022-3-7 08:37
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丰田预测2022年会生产一千一百万辆汽车。这个产量,必须要有充足的芯片。丰田公司,显然已经组织了足够的芯片产能,供应2022年的生产。
日本经济新闻社,Nikkei, 预测芯片产能,在2022年会满足需求,在2023年会大大过剩。只有极高端芯片,会保持供不应求的程度。
https://www.autoevolution.com/ne ... hortage-182815.html
Toyota Is Suddenly Super-Optimistic About the Chip Shortage
Toyota, on the other hand, seems to be very optimistic most problems would go away sooner rather than later. In fact, the Japanese carmaker is so optimistic that it reportedly expects to build no more, no less than 11 million, in the fiscal year 2022.
https://asia.nikkei.com/Opinion/ ... n-oversupply-crisis
Global chip shortage may soon turn into an oversupply crisis
Only companies investing in advanced semiconductors will see their margins increase
All in all, chip shortages will ease slightly in 2022 with more production in Asia, but a massive wave of new supply will be on stream in 2023. Given that the bulk of that production will only be for mature node semiconductors, only higher-end chips will face shortages.
台积电在南京的芯片制造厂
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