[niwrad]

I was genuinely confused when I saw the difficulty in getting these IC cards in July. I’m even more confused to see them completely stop the sales all together.

These cards are ubiquitous in Japan so I’m very confused how this can happen.

Can someone that has some understanding of semiconductor supply chain explain what’s going on here?

The chips inside these cards surely don’t seem like the high-end chips that the AI crowds are going around.

[fomine3]

Felica chips were made by Panasonic, but Panasonic sold their semiconductor division to Nuvoton in 2020. So perhaps Nuvoton changed something. General news tends to say that it's "semiconductor shortage", as if there's only one "semiconductor".