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Episode description
Everything you need to know about the global chip shortage
Decoder with Nilay Patel
Aug 31, 2021
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1 hr 6 min
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Episode description
Since the beginning of the pandemic, the demand for microchips has far exceeded supply, causing problems in every industry that relies on computers. And if you’re a Decoder listener, you know that that is every industry. Right now, major automakers have unfinished cars sitting in parking lots waiting for chips to be installed. Game consoles like the PS5 and Xbox Series X are impossible to find. And even things like microwaves and refrigerators are impacted, because they contain simple controller chips. So we realized it was time to figure out what caused the chip shortage, why that happened, and how we are going to get out of it. My guest today is Dr. Willy Shih. He’s the professor of management practices at Harvard Business School. He’s an expert on chips and semiconductors — he spent years working at companies like IBM and Silicon Graphics. And he’s also an expert in supply chains — how things go from raw materials to finished products in stores. Willy’s the guy that grocery stores and paper companies called in March 2020 when there was a run on toilet paper. If anyone’s going to explain this thing, it’s going to be Willy. Links: What toilet paper can teach us about supply chains
https://www.youtube.com/watch?v=ihd7XJMzdG4
The latest in the global semiconductor shortage
https://www.theverge.com/2021/4/2/22363232/global-semiconductor-chip-shortage-pandemic-consoles-cpus-graphics-cards-cars
Ford to build some F-150 trucks without certain parts due to global chip shortage
https://techcrunch.com/2021/03/18/ford-to-build-some-f-150-trucks-without-certain-parts-due-to-global-chip-shortage/
Situation regarding semiconductor plant fire and product supply
https://www.akm.com/us/en/about-us/news/information/20210122-information/
Samsung forced to halt chip production in Austin due to power outages
https://www.theverge.com/2021/2/17/22287054/samsung-chip-production-halted-austin-winter-storm-uri-power-blackouts
About that White House meeting to discuss the semiconductor supply chain
https://www.forbes.com/sites/willyshih/2021/04/12/about-that-white-house-meeting-to-discuss-the-semiconductor-supply-chain/?sh=63b7f65b1641
Ford CEO Jim Farley on building the electric F-150 -- and reinventing Ford
https://www.theverge.com/2021/5/20/22444294/ford-f150-lightning-pickup-truck-jim-farley-interview
Senate approves billions for US semiconductor manufacturing
https://www.theverge.com/2021/6/8/22457293/semiconductor-chip-shortage-funding-frontier-china-competition-act
Intel invests $20 billion into new factories, will produce chips for other companies
https://www.theverge.com/2021/3/23/22347250/intel-new-factories-arizona-20-billion-chips-outsourcing-foundry-services-manufacturing
Apple supplier TSMC confirms it’s building an Arizona chip plant
https://www.theverge.com/2020/5/14/21259094/apple-tsmc-factory-chips-arizona-a-series
Biden-Harris Administration announces Supply Chain Disruptions Task Force to address short-term supply chain discontinuities
https://www.whitehouse.gov/briefing-room/statements-releases/2021/06/08/fact-sheet-biden-harris-administration-announces-supply-chain-disruptions-task-force-to-address-short-term-supply-chain-discontinuities/
Water shortages loom over future semiconductor fabs in Arizona
https://www.theverge.com/22628925/water-semiconductor-shortage-arizona-drought
Transcript
https://www.theverge.com/e/22412413
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Everything you need to know about the global chip shortage | Decoder with Nilay Patel podcast - Listen or read transcript on Metacast
