The shortages are the first chapter in the Automotive Semiconductor story
Thanks for the write up. Can you comment on which semiconductor companies manufacture chips for automotives? Thanks
Hey, mule, I enjoyed the article. Have you read “The Machine that Changed the World”? It describes Toyota’s reimagining of workflow in auto manufacturing. The nature of the auto industry’s transition into silicon reminds me of a passage in that book about the effect of national boundaries on the auto industry in Europe after the First World War. In that case, the author suggests that some of Germany’s political instability may have been an outgrowth of major industries, like auto manufacturing, being unable to efficiently source supply from beyond national borders. The scarcity of silicon seems like it creates a similar problem in a world that is now thoroughly globalized. I have to wonder if a certain level of political stability, both domestically and internationally, does not depend on how the auto industry makes this transition.