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The global chip shortage is starting to have consequences

cnbc.com

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Re: The global chip shortage is starting to have consequences

#161

Post by MangoCoffee »

fsflover wrote: post #109
neogodless wrote: post #83

Earlier quoted context omitted.

What country are you in? I know I can eliminate Taiwan and the United States from the list, as they both have semiconductor fabs!

So how much do USA-made mobile phones cost?

are we talking about assemble in the USA? any low labors cost country can assemble the phone. it doesn't have to be China. Foxconn already have a factory in India and Samsung in Vietnam.

design can be done in the USA like Apple. component like corning gorilla glass is made in the USA. chips can be produce in the USA with Intel IDM 2.0 or TSMC in Taiwan.

it will cost the same since you can outsource assembly

Re: The global chip shortage is starting to have consequences

#162

Post by bredren »

itsoktocry wrote: post #150
bredren wrote: post #98

Earlier quoted context omitted.

Since 14% of renters are behind on rent and evictions begin June 30, aren’t vehicle repossessions going to kick in July / August? Presumably, due in part to eviction protection, they have been able to divert all or a portion of their rent payments to keeping up with bad car loans for commute vehicles that often will not be needed. These folks need them for housing unfortunately. If repossessed cars start showing up t…

What do you consider "meaningful new features"? What about new cars "sucks"? They are more reliable, safer, quieter, more powerful, more fuel efficient and more full featured than ever.

We are in the iPod Video stage of individual car ownership.

Re: The global chip shortage is starting to have consequences

#163

Post by jimbob45 »

dwighttk wrote: post #145
wizzwizz4 wrote: post #128

Earlier quoted context omitted.

If you don't want a monthly car payment, start your “monthly car payment” into a savings account now. You'll end up paying less for your next car if you can maximise the up-front payment.

If you don’t want a monthly car payment pay a monthly car payment so later you can have a smaller monthly car payment?

I think the idea is that you accrue the interest yourself instead of paying it to someone else.

Re: The global chip shortage is starting to have consequences

#164

Post by dieortin »

fsflover wrote: post #109
neogodless wrote: post #83

Earlier quoted context omitted.

What country are you in? I know I can eliminate Taiwan and the United States from the list, as they both have semiconductor fabs!

So how much do USA-made mobile phones cost?

They’re talking about chips, which is the topic of the article. Not complete consumer electronics devices.

Re: The global chip shortage is starting to have consequences

#165

Post by lostcolony »

ineedasername wrote: post #147
wizzwizz4 wrote: post #128

Earlier quoted context omitted.

If you don't want a monthly car payment, start your “monthly car payment” into a savings account now. You'll end up paying less for your next car if you can maximise the up-front payment.

Yes, we save a healthy portion of our income, but increasing that now just shifts the timing, not the pain, of when have to start a new car payment.

Depends on the interest rate of the loan, inflation rate of money between now and the time the loan is paid off, and any gains/losses you could make now investing that money.

Re: The global chip shortage is starting to have consequences

#166

Post by Hamuko »

bredren wrote: post #162
itsoktocry wrote: post #150

Earlier quoted context omitted.

What do you consider "meaningful new features"? What about new cars "sucks"? They are more reliable, safer, quieter, more powerful, more fuel efficient and more full featured than ever.

We are in the iPod Video stage of individual car ownership.

Are you saying that the next step will be the best version of individual car ownership?

Re: The global chip shortage is starting to have consequences

#167

Post by anonymouse008 »

reportingsjr wrote: post #59
AlexC04 wrote: post #20

Earlier quoted context omitted.

It makes me wonder if it would be possible to build a chip-manufacturing plant for any reasonable amount of money to produce these chips that don't need to be 7nm GPU powerhouses, but like the old clunker chips that can't get attention from the big guys. Almost like starting a "generics" business in pharma medication but for older chipsets. I'm sure there's a great trade to be had in producing the lower end stuff.

Most of the chips in these shortages are being produced on either older process nodes, or on slightly specialized nodes. The typical micro that's been hit by this is using anywhere from a 28nm to 180nm node. The trouble is, this is a temporary shortage, so it makes no sense to spend serious cash (you're talking hundreds of millions) to make a new fab when the demand won't be there in a year or two.

> The trouble is, this is a temporary shortage, so it makes no sense to spend serious cash (you're talking hundreds of millions) to make a new fab when the demand won't be there in a year or two.

While true, one could say it’s a bet on inflation to borrow dollars now for productive assets.

Re: The global chip shortage is starting to have consequences

#168

Post by dwighttk »

mhh__ wrote: post #79
azornathogron wrote: post #43

Earlier quoted context omitted.

You're the first person I've ever seen who says they want a connected washing machine. I'm curious: what will your washing machine script do?

Not require me to have to go up and down the stairs about 5-10 times to see how it's getting on, and then switch to dry, then check on its progress, etc.

Does this machine both wash and dry clothes?

Re: The global chip shortage is starting to have consequences

#169

Post by sime2009 »

mhh__ wrote: post #79
azornathogron wrote: post #43

Earlier quoted context omitted.

You're the first person I've ever seen who says they want a connected washing machine. I'm curious: what will your washing machine script do?

Not require me to have to go up and down the stairs about 5-10 times to see how it's getting on, and then switch to dry, then check on its progress, etc.

Why does it require so much babysitting?

Re: The global chip shortage is starting to have consequences

#170

Post by seltzered_ »

Regarding cars:

"Some carmakers are now leaving out high-end features as a result of the chip shortage, according to a Bloomberg report on Thursday.

Nissan is reportedly leaving navigation systems out of cars that would normally have them, while Ram Trucks has stopped equipping its 1500 pickups with a standard “intelligent” rearview mirror that monitors for blind spots"

I have an unpopular opinion, especially when we start to look at the increase of safety features and increase in pedestrian injuries, that we may be better off going back to smaller trucks designed for good visibility and less reliance on features. (bias: I drive a 16 year old wagon, and feel panicked around bicycling with what feels like more trucks in the US)

---

"Hertz said it is “supplementing” its fleet “by purchasing low-mileage, preowned vehicles” from auctions and dealerships."

I find it wild that just a year ago Hertz filed for bankruptcy [0] and was selling vehicles by end of year [1].

[0]: https://www.cnn.com/2020/05/22/business/hertz-bankruptcy/ind...

[1]: https://www.msn.com/en-us/money/companies/hertz-must-offload...

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