August 20, 2021 — Strategy and Tactics: The enigmatic mystery of the auto shortage. Frenemies - How Intel beat Japan. WildPhotons: An inconvenience is an unrecognized opportunity...
G. Dan Hutcheson
Summaries: The auto shortage is a riddle, wrapped in a mystery, inside an enigma: Why the enigmatic mystery of the ongoing auto shortage is a combination of various factors forming a perfect storm that has haunted the industry for 9 months. With IC sales following Auto sales, while production is not, where are all those ICs going?... We could be looking at a classic shortage-respond-glut train wreck for which the semiconductor industry is so famous. The alternative scenario is the spot shortages heal, filling out IC car production kits, and car production ramps rapidly to fill demand, while bringing auto inventory back up to normal levels. Honestly, I don't know the answer, but I put the odds at 40:60 between the two...
What's Happening and What's the Meaning:
Water shortage on Colorado river has the media freaked out about fabs in Arizona. Samsung's next fab in New York ... Really?
Dan's China Strategy Book Shelf:
The Hundred-Year Marathon: China's Secret Strategy to Replace America as the Global Superpower by Michael Pillsbury is the most hawkish perspective of any writer I've read so far. He has a deep practical background having served...
Maxim: The Frenemy strategy
is powerful but tricky ... How Intel almost single handedly beat Japan in the 80s.
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