>> CHANCES ARE YOU’VE SEEN A NEWS STORY LISTEN TO A PODCAST OR BEEN PART OF A CONVERSATION
WHERE SOMEONE HAS MENTIONED THE
GLOBAL CHIP SHORTAGE,
IF YOU HAVEN’T MAYBE YOU’VE
STRUGGLED TO GET A NEW LAPTOP
OR OTHER DEVICE NECESSARY FOR
THE TRANSITION TO WORKING AND
LEARNING FROM HOME. EITHER WAY
THE SHORTAGE
OF SEMICONDUCTORS IS AN ISSUE
THAT DIRECTLY AFFECTS YOU AND
YOUR DAY TODAY WHETHER YOU
REALIZE IT OR NOT BUT HOW DID
WE GET TO THIS POINT
AND WHERE DO WE GO FROM HERE
MYRA ARTHUR HAS A
CLOSER LOOK.
>> THEN A CHALLENGE WHAT
SELLOUTS AND NOT MEANS INS
THINGS NOT BE IN THE STOCK
WE’VE BEEN HAVING ISSUES
ACTUALLY TRYING TO GET A
GRAPHIC CARD.
>> IT’S AFFECTING ALL
PRODUCTION OF ANY TIME A
VEHICLE IN CHINA BY SO
THE SUPPLIES VERY MUCH DOWN
RIGHT NOW WHICH IS DRIVING THE
PRICES UP IF THESE COMPLAINTS
SOUND FAMILIAR, IT’S LIKELY
BECAUSE YOU’VE SEEN THE
HEADLINES STORY AFTER STORY DAY
AFTER DAY DETAILING THE FALLOUT
OF THE GLOBAL CHIP SHORTAGE,
WHAT KIND OF CHIP YOU ASK WE’RE
TALKING SEMICONDUCTORS
MICROWAVE TOLL STILL OWE THEM
OUR WORK LAPTOP AND.
>> I’VE HAD. YEAH POLICE SAY
SHE MAY BE GOOD ADVICE IS
AUTOMOBILES PRINT RATE OR TELL
ME WHICH BROUGHT TO YOU I USE A
THE SLOW HAVE
>> BUT HERE’S THE PROBLEM, EACH
OF THOSE ITEMS HAVE
UNIQUE CIRCUIT BOARDS AND
REQUIRE DIFFERENT SHIPS WITH
DIFFERENT DESIGNS IT’S NOT A
ONE-SIZE-FITS-ALL AT ACCORDING
TO A NEW DOCTOR AND ASSISTANT
PROFESSOR WITH UTSA IS COMPUTER
SCIENCE DEPARTMENT PRODUCTION
OF EVEN ONE SHIP IS IT
EXACTLY SIMPLE.
>> THE WHOLE THING IS GOING TO
BE UP TO ME AND AND IF A
HIGHLY SOPHISTICATED AND THERE’S THE COWS AND STUFF STEPS GLOBALLY MORE THAN
1 TRILLION CHIPS ARE MADE EACH
YEAR THAT COVERS THE ROUGHLY
HUNDREDS OF CHIPS USED BY ANY
ONE PERSON.
>> SO WHY ARE WE NOW RUNNING
LOW. WELL THAT’S
COMPLICATED TOO.
>> WE KNOW
COVID-19 HAPPEN AND THAT POINT
IT WILL START THEIR OWN TO BE
MARCH OR DENY THE CHIPS
SOMETHING WE KNOW NOW WAS FOR
THIS FROM THE TROOPS
AND THAT’S GOING TO BE NEEDED
LOTS OF DEVICES AND PEOPLE
WALKING UP SO IF I WORKSTATIONS
GAMING DEVICES ALL KINDS
OF SO THE OPPOSITE HAPPENED AND
THERE’S THAT IT’S
TOUGH GUY, A DEMAND ISSUE ALSO
NOT HELPING MATTERS A FRACTURED
GEOPOLITICAL LANDSCAPE. >> ATTENTION IS ONLY GROWING BETWEEN SOME OF THE WORLD’S
BIGGEST PRODUCERS AND CONSUMERS
OF SEMICONDUCTORS THE U.S. TAIWAN CHINA TO NAME A FEW THIS IS EXACTLY WHAT WE CALL IN THE
MOVIE THAT CRASH OF THE TITANS
WILL HAVE TO DO ALL KINDS OF
THINGS.
>> TO PROTECT THE ONLY INTEREST
MARK LONG AS THE DEPARTMENT
CHAIR OF UTSA IS COLLEGE OF
BUSINESS AS HE EXPLAINS MORE
AND MORE COUNTRIES HAVE
DRASTICALLY REDUCED OUTFLOW TO
FOREIGN CONSUMERS. >> AND HAVE INSTEAD SHIFTED TO MAINTAINING THEIR OWN
STOCKPILES TO RIDE OUT
THIS STORM. THE PAIR THAT WITH
NATURAL DISASTERS LIKE DROUGHT
IN TAIWAN, A PLANT FIRE IN
JAPAN. EVEN FEBRUARY’S POWER
GRID FAILURE RIGHT HERE IN
TEXAS WHICH SHUT DOWN MULTIPLE
PLANS IN AND AROUND AUSTIN
AND YOU HAVE A RECIPE FOR
DWINDLING GLOBAL
SUPPLY CHAIN.
>> OVER 70% OFF THE SHIPS IN
THE WORLD. AND THE
♪
SURPRISE SIDE HAVE BEEN
DISRUPTED. WHAT DO YOU DO
ABOUT IT. NOTHING YOU CAN DO.
BECAUSE THESE COMPANIES HOLD
A TECHNOLOGY.
>> FOR LOCAL OWNER OF STEVE’S
COMPUTER REPAIR STEVE FLANNERY
LOW SUPPLY MEANS
HIGHER DEMAND.
>> SO SINCE COVID WE NOTICED A
BIG INCREASE OF PEOPLE COMING
IN WITH OLDER LAPTOPS THAT THEY
WANT TO REPAIR BECAUSE THERE’S
A SHORTAGE ON NEW LAPTOPS IT
ALSO MEANS HIGHER PRICES FOR
PARTS. SO FOR ALL THE TEACHERS
NEW COLLEGE STUDENTS OR
PROFESSIONALS WORKING FROM
HOME.
>> PREPARE FOR A LITTLE MORE
MONEY TO BE TAKEN OUT OF YOUR
POCKETS, A TYPICAL JOB MAY COST
$200 TO REPAIR YOUR
♪
>> COMPUTER NOW.
>> COST $230.
PLUS LONGER
WAIT TIMES. IT TOOK US ABOUT 6
MONTHS EXTRA TIME TO GET OUR
BIG SHIPMENT OF PARKS AND.
>> SO IT’S AFFECTING OUR.
>> REALLY WE CAN’T REPAIR
UNLESS WE HAVE THE PROPER
PARTS.
>> AMONG THE HARDEST HIT OF THE
SHORTAGE, THE AUTO INDUSTRY.
>> RIGHT NOW IT’S JUST GOING TO
BE TOUGH FOR NEW CAR
FRANCHISE DEALERSHIPS IN THIS
USED CAR DEALERSHIPS IS TO
OBTAIN VEHICLES AT A REASONABLE
PRICE THAT THEY CAN TURN AROUND
WE SELL
TO CONSUMERS.
>> AND THE SINGLE-CAR EASILY
USE THIS THOUSANDS OF
SEMICONDUCTOR CHIPS. THEY’RE
CRUCIAL TO MODERN VEHICLES,
MULTIPLE ELECTRONIC INTERFACES
WHICH ACCORDING TO A 2019
ANALYSIS FROM DELOITTE MAKE UP
MORE THAN
40%. CAUSE TOTAL COST I’VE BEEN
IN THE CAR
BUSINESS NOW.
>> CLOSER TO 25 YEARS AND I
DON’T EVER RECALL
SEEING A.
>> SUPPLY CHAIN ISSUES LIKE
THIS FOR ANYTHING.
>> AS EXECUTIVE VICE PRESIDENT
OF OPERATIONS AT SWAP POLICE
DOT COM AN ONLINE MARKETPLACE
FOR AUTO LEASE, TRANSFERS SCOTT
HALL HAS SEEN FIRST HAND THE
IMPACT OF THE
CHIP SHORTAGE.
>> IN THE LAST YEAR WE’VE KIND
OF BEEN HIT TWICE IN THE GOT
THE FIRST TIME WAS LACK
OF PRODUCTION. DUE TO COVID
WITH FEWER NEW CARS ON THE
MARKET HALL SAYS USED CARS FIND
MORE WORK AND WITH DEMAND HIGH
THE NUMBER OF USED CARS.
>> IT IS ALSO SLOWLY DWINDLING.
>> IN THE PROCESS
OF TRYING TO BUY A CAR FOR
SINCE MARCH, 24, WHICH IS WHY
MANY ARE TURNING TO SITES LIKE
SWAT POLICE AS AN ALTERNATIVE
TO TRADITIONAL CAR BUYING AND
SELLING AS THE NAME SUGGESTS
THE SITE ALLOWS YOU TO TRANSFER
AN AUTO LEASE FROM ONE PERSON
TO ANOTHER AND IS VERY MUCH A
LOUD BUT MOST LEASING
COMPANIES.
>> WE’VE HAD JUST AN ABSOLUTE
SURGE IN BUYER INTEREST ON OUR
WEBSITE WHICH AGAIN KIND OF
DIRECTLY PROVES TO ME THAT
WE’RE
PEOPLE OUT THERE LOOKING
UNDER DIFFERENT ROCKS AND
LOOKING FOR NEW WAYS TO TO
OBTAIN A VEHICLE.
>> THE FUTURE REMAINS UNCERTAIN
AS TO WHEN WE CAN SAY
PRODUCTION HAS RETURNED TO
NORMAL AND THE FACT IS THAT
MOMENT, LOOK THE SAME AS IT DID
BEFORE. MANY COUNTRIES,
INCLUDING THE U.S. ARE NOW
STRIVING FOR A SELF RELIANT
MODEL OF CHIP PRODUCTION
WHICH IS AN UPHILL BATTLE
REQUIRING NEW INFRASTRUCTURE
AND A HEALTHY SUPPLY OF
CAPITAL.
>> THESE CHAIRS THESE WAFERS.
BATTERIES BROADBAND IT’S
ALL INFRASTRUCTURE.
>> IT’S A LONG-TERM SOLUTION,
BUT IT DOES COME WITH SOME
SHORT-TERM COSTS.
>> SO IT’S A ARE YOU WILLING TO
PAY A
YOUR PRICE IN ORDER
TO BE LIKE YOUR INFRASTRUCTURE
AGAIN TO PROTECT AGAINST IT’S
KIND OF DESTRUCTION.
>> RISK IN THE MEANTIME THERE’S
NOT MUCH WE CAN DO BUT WAIT SO
WHETHER YOU’RE LOOKING
FOR YOU CAR OR HOPING TO SECURE
THE NEXT BIG GAMING CONSOLE
THIS HOLIDAY SEASON, JUST KNOW
IT MAY NOT BE AS EASY OR AS