Chip Industry Dynamics
A shift is underway in the relationship between automakers and chip manufacturers, moving from a punitive to a strategic partnership model. While consolidation in the chip foundry space raises concerns about innovation, the necessity for automakers to qualify specific chips for entire model runs limits their flexibility. The conversation highlights how some companies, like Tesla, are adapting to shortages by redesigning parts, a move that traditionally has been avoided by the industry due to cost implications.In this clip
From this podcast
Decoder with Nilay Patel
Everything you need to know about the global chip shortage
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