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CEO of largest U.S. chip foundry explains why semiconductor shortage could last through 2022.

GlobalFoundries is the largest U.S.-headquartered “pure” foundry, with factories in the U.S., Germany and Singapore. It manufactures semiconductors designed by companies like AMD, Qualcomm and Broadcom. It’s currently a private company owned by the government of Abu Dhabi.

Largest US foundry... owned by Abu Dhabi government?
GlobalFoundries has 7% of the foundry market. Taiwan Semiconductor TSMC has 54%.

Caulfield says the industry shortages, specifically for the automotive world, aren’t because of demand for leading node chips. The shortages are for other parts cars need, like radar chips, which don’t necessarily require the most advanced manufacturing available at the time.

The auto industry is not having a chip shortage because it doesn’t have CPUs. No one’s saying I can’t build enough computers, it’s all the other chips,” Caulfield said.

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