Geopolitical Friction Exposes Vulnerability of Future Microprocessor Inventories – State of the Fleet Industry

Geopolitical Friction Exposes Vulnerability of Future Microprocessor Inventories – State of the Fleet Industry

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Read Time:1 Minute, 29 Second

August 9, 2022

The 107th State of the Fleet Industry video produced by Automotive Fleet presents insights into the state of the fleet market as offered by AF Editor Mike Antich.

 

🎙In the present day’s matters embody:

  • The truth that greater than half of the worldwide manufacturing of microprocessor chips are concentrated in two nations — Taiwan and South Korea —which is a rising concern as a result of folks concern {that a} future China-Taiwan battle may result in a catastrophic worldwide semiconductor scarcity. 
  • A U.S. Military Struggle Faculty paper recommends a “scorched earth” technique that requires the U.S and Taiwan to threaten to destroy the amenities of the Taiwan Semiconductor Manufacturing Co. if China threatens to invade Taiwan. 
  • For the primary half of calendar-year 2022, the microchip scarcity did enhance however it didn’t enhance as a lot because the auto business anticipated. 
  • Pat Gelsinger, the CEO of Intel, expects the scarcity of semiconductors to proceed till calendar-year 2024, which places us into the 2025 model-year.

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Timestamps ⌚

0:00 Intro



2:46  Taiwan Semiconductor Manufacturing Co. (TSMC) Ltd.



3:54  U.S. Military Struggle Faculty Publication



5:27  “Damaged Nest: Deterring China from Invading Taiwan”



8:32  Present Standing of Microchip Scarcity
























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