Lmst

#semiconductorShortage

Intel signs off €30 billion investment in Germany https://www.euractiv.com/section/industrial-strategy/news/intel-signs-off-e30-billion-investment-in-germany/?utm_source=dlvr.it&utm_medium=mastodon #ChipsAct #Intel #microchips #semiconductor #semiconductorshortage

Unanticipated results of chip shortage. Chinese car mfrs make a move into Mexico.

https://restofworld.org/2022/chinas-automakers-mexico-chip-supplies/

#semiconductorShortage
#carsInMexico

text: During the first six months of 2022, Chinese carmakers like MG, Chirey, and JAC Motors have increased their sales in Mexico by 200% compared to 2021, according to the Mexican Association of Automotive Dealers (AMDA). The spike is happening as non- Chinese carmakers manufacturing in Mexico — like BMW, Volkswagen, and General Motors — are struggling to get their hands on semiconductors to keep producing vehicles, both for export and the local market. Talking to car dealership managers, customers, and employees from the auto industry, Rest of World found that Chinese carmakers are seizing the opportunity provided by the semiconductor crisis to start selling to a consumer base that has long been buying cars from elsewhere.

“Mexico is one of the largest car producers in the world,” André Oliveira, business consulting partner for Sintec, a consulting firm specializing in the automotive, IT, and manufacturing businesses, told Rest of World. “However, it doesn't have chip factories and depends on imports, mainly from Asian countries” AMDA added that installing a semiconductor factory in Mexico takes at least three years.

graph showing sales of Chinese cars in Mexico from 2019 - 2022.
2020 was the low point, with a dramatic increase from 2000 cars to almost 20000 cars by 2022.

text: Meanwhile, newly arrived Chinese brands like Chirey or Changan have fully equipped cars available on demand. The fact that these cars are not produced in Mexico is why they're available for sale in the country: “The Chinese supply chain favors companies whose production lines are fully integrated into the Chinese economy, Galvan told Rest of World. A Volkswagen employee who asked to remain anonymous because he's not authorized to speak for the company also told Rest of World that while European and American carmakers in Mexico are struggling getting car parts from China, Chinese companies have cars and are getting them into Mexico without a problem.

text: Oliveira broadly agreed, noting that it was access to - semiconductors specifically which gave Chinese automakers an edge. “JAC has been assembling cars in Mexico since 2017, but its larger degree of integration with JAC China could indicate the company's broader access to chips,” he said.

According to Mexico's National Institute of Statistics and Geography, INEGI, China's MG sold almost 4,800 cars in October while companies like Volkswagen — which has long built cars in the country — sold 1,738. In October 2020, Volkswagen sold 3,707 units while MG sold 2o0.

DVD data disc:

> you won't lose me because you can label me and store me in a sane location.

USB thumb drive:

> you won't lose me because you can put me on a key ring?

#usbDrives #thumbDrives #USBs #DVDs #bluray #opticalDisk #DVDDrives #blurayDrive #DVDDisks #blurayDisc #microchips #semiconductors #semiconductorShortage #supplyChains #recycling #blameChinaLol

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