Global Chip Shortage Could Ease Up This Year, Even With China On Lockdown
2 years, 8 months ago

Global Chip Shortage Could Ease Up This Year, Even With China On Lockdown

News 18  

The global chip shortage, that plagued several industries like automotive and consumer electronics, is set to ease during the second half of the year despite lockdowns in China as demand-supply gaps decrease across most components, a new report has said. “Coupled with wafer production expansion and continuous supplier diversification, we have witnessed significant improvement in the component supply situation, at least in the first quarter,” said research analyst William Li. But if the government can manage the outbreak and help key ecosystem players turn the corner quickly, we believe the broader semiconductor shortage will ease around late Q3 or early Q4,” he said. “Inventory levels of 5G-related chipsets including mainstream application processors, power amplifiers and RF transceivers have increased significantly, though some exceptions exist, like older-generation 4G processors as well as power management Ics,” the report noted.

China Supply Ease  lockdowns  global  ease  shortage  power  components  shortages  china  lockdown  chip  supply  consumer  tightness  semiconductor

History of this topic

America’s chip war with China will spread
2 days, 17 hours ago

America’s chip war with China will spread

Live Mint  

In the continuing chip war between Washington and Beijing, the U.S. has the clear upper hand on the most cutting-edge technology. Even as U.S. export restrictions have stymied China’s progress in advanced chips, Beijing has been aggressively expanding production of more mature, so-called legacy chips. But much also comes from Chinese companies such as Semiconductor Manufacturing International, or SMIC, and …

The changing pecking order in semiconductors
1 month, 1 week ago

The changing pecking order in semiconductors

Live Mint  

NEW DELHI : Last week, Nvidia Corp., the world's largest artificial intelligence chipmaker, replaced Intel Corp., best known for computer processors, in the 30-share American benchmark share index. Nvidia's market value jumped from about $81 billion at the end of 2018 to $3.6 trillion now, making it the world’s most-valued company, ahead of Apple Inc., Microsoft Corp. and Google Llc. …

Amid trade war with West, China buys more chipmaking tools than South Korea, Taiwan & US: Report
3 months, 3 weeks ago

Amid trade war with West, China buys more chipmaking tools than South Korea, Taiwan & US: Report

Firstpost  

China has spent a record $25 billion in buying chipmaking equipment so far this year and is expected to spend $50 billion by the end of the year Amid an escalating trade war with the West, China has emerged as the top buyer of chipmaking tools this year, according to a report. Amid such a conflict, the Semiconductor Equipment and …

Semiconductor sale restrictions hurting 'chip alliance' members
1 year, 2 months ago

Semiconductor sale restrictions hurting 'chip alliance' members

China Daily  

Semiconductor chips are seen on a printed circuit board in this illustration picture taken Feb 17, 2023. A year after the Joe Biden administration took the first step toward restricting semiconductor sales to China, it has begun drafting additional measures. But progress has slowed down in recent months as US chip companies are telling the government that cutting sales to …

The chips are down: Inside India’s technicoloured semi-conductor dreams
1 year, 5 months ago

The chips are down: Inside India’s technicoloured semi-conductor dreams

Hindustan Times  

Silicon chips and semiconductors, terms often used interchangeably, are actually distinct things. “The number of car-mounted semiconductor devices has been increasing steadily, particularly for future ADAS or Advanced Driver Assistance Systems,” is how Hitachi’s semiconductor knowledgebase describes the changes unfolding. Research firm Deloitte’s ‘TMT Predictions Report’ 2023 – India Chapter’ report released in February, estimates the Indian semiconductor market to …

Chip-making machines face a problem of uncertain demand
1 year, 8 months ago

Chip-making machines face a problem of uncertain demand

Live Mint  

A huge shortage of semiconductors wreaked havoc in many sectors over the past two years. Usually, companies forecast demand two years in advance, ordering tools and building factory shells without filling them with machines. Every time, it’s consistent, falling for a few years and bouncing back up, even if the exact timing, depth and speed of the rebound is harder …

Carmakers signal end of shortages after two years of runaway prices
1 year, 11 months ago

Carmakers signal end of shortages after two years of runaway prices

The Telegraph  

The world’s biggest car maker is ramping up production after three years of disruption, adding to hopes of cheaper cars and shorter waiting times for drivers. Meanwhile, its closest rival Volkswagen said it expects to return to growth in China, the world’s largest car market and a big source of critical parts. The Model 3 now costs less than rivals …

Are Taiwanese chip firms decoupling from China? | Today’s Cache
2 years, 1 month ago

Are Taiwanese chip firms decoupling from China? | Today’s Cache

The Hindu  

The U.S. has been stifling China’s advances in building technology using American intellectual property. Caught between the two countries are Taiwanese chip firms as both China and the U.S. are keen to curry favour with companies that count major technology firms like Apple, Nvidia and Qualcomm as their customers. Despite large-scale investments in the U.S. by Taiwan Semiconductor Manufacturing Company …

Chip shortages still plague Toyota, some other auto makers
2 years, 1 month ago

Chip shortages still plague Toyota, some other auto makers

Live Mint  

Overall demand for semiconductors may be softening, but the world’s biggest auto maker says it still can’t get its hands on enough chips. Toyota’s Mr. Kumakura said supply conditions have relaxed for certain types of chips that are used by both the automotive and consumer-electronics industries. “Overall, I would say chips are getting better than certainly where they were a …

China chip imports drop 12.4% year-on-year in September, govt data
2 years, 2 months ago

China chip imports drop 12.4% year-on-year in September, govt data

The Hindu  

China's chip imports fell 12.4% in September, according to official customs data published on Monday, continuing a decline amid tensions with the United States and an ongoing chip shortage. Chip imports to China surged in 2021, as tensions between the U.S. and China over technology policy escalated and a global chip shortage caused many companies in China to stockpile supplies. …

China chip industry group ‘troubled’ by US export curbs
2 years, 2 months ago

China chip industry group ‘troubled’ by US export curbs

Al Jazeera  

China’s top trade group for the chip sector has said it is “disappointed” by recent US export controls and warned they could put more stress on global supply chains. Last week, the US Department of Commerce passed a sweeping set of regulations aimed at kneecapping advancements in China’s semiconductor industry. If enforced broadly, the regulations could bar research labs and …

Global chip stocks tumble as Biden expands technology curbs on China: Report
2 years, 2 months ago

Global chip stocks tumble as Biden expands technology curbs on China: Report

Hindustan Times  

Semiconductor stocks across the globe slipped Monday after fresh US curbs on China’s access to American technology added to a disappointing start to the earnings season, stoking concerns that the industry’s downturn is far from over. The new strategy suggests that Washington aims to “freeze in” China at its current level, enabling the US to increase its lead, said Gabriel …

China lashes out at latest U.S. export controls on chips
2 years, 2 months ago

China lashes out at latest U.S. export controls on chips

The Hindu  

China on Saturday criticized the latest U.S. decision to tighten export controls that would make it harder for China to obtain and manufacture advanced computing chips, calling it a violation of international economic and trade rules that will “isolate and backfire” on the U.S. “Out of the need to maintain its sci-tech hegemony, the U.S. abuses export control measures to …

China lashes out at latest U.S. export controls on chips
2 years, 2 months ago

China lashes out at latest U.S. export controls on chips

Associated Press  

BEIJING — China on Saturday criticized the latest U.S. decision to tighten export controls that would make it harder for China to obtain and manufacture advanced computing chips, calling it a violation of international economic and trade rules that will “isolate and backfire” on the U.S. “Out of the need to maintain its sci-tech hegemony, the U.S. abuses export control …

The Chip Shortage Is Easing—but Only for Some
54 years, 11 months ago

The Chip Shortage Is Easing—but Only for Some

Wired  

This month, Taiwanese chipmaker TSMC, which produces some of the world’s most advanced silicon, announced record profits for the past quarter—up by 76.4 percent from the year before to 237.03 billion New Taiwan dollars. “In certain industries, there’s an easing—an equilibrium,” says Julie Gerdeman, CEO of Everstream Analytics, a company that analyzes supply chain data to help companies forecast risk. …

How China became ground zero for the auto chip shortage
2 years, 5 months ago

How China became ground zero for the auto chip shortage

The Hindu  

From his small office in Singapore, Kelvin Pang is ready to wager a $23 million payday that the worst of the chip shortage is not over for automakers – at least in China. German chipmaker Infineon told Reuters it is "rigorously investing and expanding manufacturing capacities worldwide" but said shortages may last until 2023 for chips outsourced to foundries. "As …

Global chip shortage likely to last through 2023, warns US official
2 years, 6 months ago

Global chip shortage likely to last through 2023, warns US official

Firstpost  

Shutdowns of key Asian suppliers due to the coronavirus pandemic crippled supplies last year, just when American consumers, flush with cash from government aid, went on a spending spree buying cars and electronics, which depend on the chips The global shortage of critical semiconductors is likely to last at least through next year and perhaps longer, US Commerce Secretary Gina …

Intel And TSMC Facing Other Issues Due To Global Chip Shortage
2 years, 6 months ago

Intel And TSMC Facing Other Issues Due To Global Chip Shortage

News 18  

Chips for chipmaking machines are one of the things in short supply amid chip shortage constraints, say executives from Intel and Apple chipmaker TSMC. According to 9To5Mac, buying new chipmaking machines was never a speedy process, given their complexity and delicacy, but lead times before the pandemic were measured in months. While many commentators say they expect the chip shortage …

China's Semiconductor Market Shrinks Over 12 Percent To Reach 2020 Levels
2 years, 7 months ago

China's Semiconductor Market Shrinks Over 12 Percent To Reach 2020 Levels

News 18  

China has suffered a major setback as its semiconductor output shrank 12.1 per cent to 25.9 billion units in April, its lowest since December 2020, the media reported on Monday. “China’s monthly output of chips shrunk to its lowest level since 2020, as strict lockdowns in Shanghai and other cities disrupted production in downstream industries from cars to robotics,” reports …

China lockdowns drag on earnings of chipmakers, industrials
2 years, 7 months ago

China lockdowns drag on earnings of chipmakers, industrials

The Hindu  

Industrial conglomerates GE and 3M, and chipmakers Texas Instruments and SK Hynix cautioned that China's COVID-19 led stringent curbs were further disrupting battered supply chains and hurting their revenue. China's "zero Covid" policy to combat the Omicron variant has brought fresh lockdowns in many cities, forcing factories to shut and worsening a global supply chain logjam. "Collectively, supply chain issues, …

Global Chip Shortage Could Ease This Year Despite China Lockdowns
2 years, 8 months ago

Global Chip Shortage Could Ease This Year Despite China Lockdowns

ABP News  

New Delhi: The global chip shortage, that plagued several industries like automotive and consumer electronics, is set to ease during the second half of the year despite lockdowns in China as demand-supply gaps decrease across most components, a new report has said. “Coupled with wafer production expansion and continuous supplier diversification, we have witnessed significant improvement in the component supply …

EXPLAINED: Scarcity Of Chips Feeds Frustration And Inflation In US
2 years, 10 months ago

EXPLAINED: Scarcity Of Chips Feeds Frustration And Inflation In US

News 18  

Even coming off its fastest annual growth in 37 years, the US economy is still bogged down by a persistent shortage of the computer chips essential to the technology that connects, transports and entertains us. The House of Representatives passed a bill February 4 that could pump $52 billion in grants and subsidies to the semiconductor industry to help boost …

EXPLAINER: A scarcity of chips feeds frustration, inflation
2 years, 10 months ago

EXPLAINER: A scarcity of chips feeds frustration, inflation

Associated Press  

Even coming off its fastest annual growth in 37 years, the U.S. economy is still bogged down by a persistent shortage of the computer chips essential to the technology that connects, transports and entertains us. The House of Representatives passed a bill Feb. 4 that could pump $52 billion in grants and subsidies to the semiconductor industry to help boost …

Chip shortage leaves US firms dangerously low on semiconductors, report says
2 years, 10 months ago

Chip shortage leaves US firms dangerously low on semiconductors, report says

Live Mint  

US manufacturers and other companies that use semiconductors are down to less than five days of inventory for key chips, the Commerce Department said Tuesday, citing the results of a new survey. “This means a disruption overseas, which might shut down a semiconductor plant for 2-3 weeks, has the potential to disable a manufacturing facility and furlough workers in the …

Car production would normalise by the first half of FY22-23
2 years, 10 months ago

Car production would normalise by the first half of FY22-23

Live Mint  

Global chip shortage has hampered the production of cars across the world. Now these car makers say that the vehicle production would rebound in the first half of this year if this global chipset crisis eases down. "The normalization of auto chip supply and demand is expected in the third quarter, when the capacity of semiconductor companies is expected to …

Global Chip Shortage to Send China's EV Industry Into Partial Freeze in Early 2022
2 years, 11 months ago

Global Chip Shortage to Send China's EV Industry Into Partial Freeze in Early 2022

News 18  

The global chip shortage is set to send China’s EV industry into partial freeze in the first half of 2022, as there will be a shortfall of at least 1 million electric cars amid the soaring demand. According to South China Morning Post, the companies can produce enough semiconductors, microcontroller units and high-end chips with artificial intelligence processors for 4 …

China pursues tech 'self-reliance,' fueling global unease
2 years, 11 months ago

China pursues tech 'self-reliance,' fueling global unease

The Independent  

For free real time breaking news alerts sent straight to your inbox sign up to our breaking news emails Sign up to our free breaking news emails Sign up to our free breaking news emails SIGN UP I would like to be emailed about offers, events and updates from The Independent. Read our privacy policy To help make China a …

China pursues tech ‘self-reliance,’ fueling global unease
2 years, 11 months ago

China pursues tech ‘self-reliance,’ fueling global unease

Associated Press  

BEIJING — To help make China a self-reliant “technology superpower,” the ruling Communist Party is pushing the world’s biggest e-commerce company to take on the tricky, expensive business of designing its own processor chips — a business unlike anything Alibaba Group has done before. He called for China to become a “technology superpower” to safeguard “national economic security.” “We must …

Why the Chip Shortage Drags On and On … and On
3 years, 1 month ago

Why the Chip Shortage Drags On and On … and On

Wired  

The semiconductor industry lives at the cutting edge of technological progress. Nearly two years into pandemic-caused disruptions, a severe shortage of computer chips—the components at the heart of smartphones, laptops, and innumerable other products—continues to affect manufacturers across the global economy. “It is utterly amazing that it's taken so long for the supply chain to rebound after the global economy …

Chipset Shortage Bit Smartphone Brands Hard, But Situation Will Ease in 2022, Say Experts
3 years, 1 month ago

Chipset Shortage Bit Smartphone Brands Hard, But Situation Will Ease in 2022, Say Experts

ABP News  

Smartphone brands are feeling the squeeze of chipset shortage, fueled by the global coronavirus pandemic that wreaked havoc on the supply chains. The situation India is equally grim as vendors jostled with supply issues especially for low-end smartphones and smartphone shipments in India fell 5 per cent year on year in Q3, according to market research firm Canalys. "COVID-19 has …

Chip shortage will limit supply of Switch consoles, Nintendo warns
3 years, 1 month ago

Chip shortage will limit supply of Switch consoles, Nintendo warns

The Independent  

For free real time breaking news alerts sent straight to your inbox sign up to our breaking news emails Sign up to our free breaking news emails Sign up to our free breaking news emails SIGN UP I would like to be emailed about offers, events and updates from The Independent. Read our privacy policy The global microchip shortage is …

Chip shortage: Wait for your new car, Sony PS5 or Apple MacBook just got longer
3 years, 1 month ago

Chip shortage: Wait for your new car, Sony PS5 or Apple MacBook just got longer

Hindustan Times  

From battery-powered toys to washing machines, ACs, smartphones, TVs, and cars, anything that needs electricity requires semiconductors or chips. A worker inspects chips at the semiconductor packaging firm Unisem Berhad plant in Ipoh, Malaysia The scale of the shortage impact Tried buying a new phone lately? “Renesas plant fire in Japan in Q1 and the Malaysian Covid crisis in Q2 …

Until 2023? Parts shortage will keep auto prices sky-high
3 years, 3 months ago

Until 2023? Parts shortage will keep auto prices sky-high

Associated Press  

TOLEDO, Ohio — Back in the spring, a shortage of computer chips that had sent auto prices soaring appeared, finally, to be easing. “This is a fluid situation that is impacting the entire industry’s global supply chain, and we are adjusting production as necessary,” said Chris Abbruzzese, a Honda spokesman. Then, just as auto chip production started to rebound in …

Covid-19 surge in Malaysia threatens to prolong global chip shortage
3 years, 3 months ago

Covid-19 surge in Malaysia threatens to prolong global chip shortage

Live Mint  

SINGAPORE : A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconductor supply chain, has opened a new front in the battle to fix manufacturing woes that have rippled across industries during a global shortage of computing chips. Some of the world’s leading car makers including Toyota Motor Corp., Ford Motor Co., General Motors Co. …

Chipmakers helping solve global shortage
3 years, 4 months ago

Chipmakers helping solve global shortage

China Daily  

A technician works on a chip production line in Suining, Sichuan province. LIU CHANGSONG/FOR CHINA DAILY New local capacity boosts output of semiconductors in July by 41% y-o-y Chip-making companies in China are working hard to help solve a global shortage of semiconductor products, as can be seen from the record output of integrated circuits, or ICs, in the country …

China regulator targets auto chip distributors with price-gouging probe
3 years, 4 months ago

China regulator targets auto chip distributors with price-gouging probe

The Hindu  

China's regulatory agency is launching an investigation into chip distributors in the auto industry, it said on Tuesday, citing suspicions of price gouging. "In response to prominent problems such as speculation and high prices in the automotive chip market, the State Administration of Market Supervision has recently filed an investigation on car chip distributors," the agency said. Concerns about supply …

Op-Ed: Why we need a national strategy to prevent computer chip shortages
3 years, 4 months ago

Op-Ed: Why we need a national strategy to prevent computer chip shortages

LA Times  

President Biden holds up a silicon wafer as he participates virtually in the CEO Summit on Semiconductor and Supply Chain Resilience at the White House on April 12. A successful approach does, however, require the U.S. and its allies to maintain a competitive edge vis-à-vis China, including through coordinated trade and investment policies to contain the growing security threats that …

Why is the world running short on semiconductors?
3 years, 6 months ago

Why is the world running short on semiconductors?

Al Jazeera  

Supply shortfalls from Taiwan are forcing carmakers and electronics firms to cut production and lay off workers. Semiconductors are in almost every electronic item we use, from smartphones and computers to household appliances and cars. But they are in short supply, as Taiwan supplies nearly 60 percent of the world’s chips. Presenter: Mohammed Jamjoom Guests: June Park – Political economist …

A forgotten chipmaker may be key to ending the global shortage
3 years, 6 months ago

A forgotten chipmaker may be key to ending the global shortage

Live Mint  

“Legacy” and “mature” are the words usually thrown at the semiconductors Tom Caulfield produces at factories in Singapore, the US and Germany. While larger rivals Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. and Intel Corp. battle it out to make ever-more advanced chips, the world is suffering most from a lack of capacity in the very products that GlobalFoundries offers. …

State Of Chip Shortage: Blame Bitcoin For The Long Wait For Your New Car And Sony PlayStation 5?
3 years, 6 months ago

State Of Chip Shortage: Blame Bitcoin For The Long Wait For Your New Car And Sony PlayStation 5?

News 18  

You craved for all sorts of smartness with gadgets. “While the chipset shortage is impacting several sectors including PCs, we are constantly working on ways to ensure smooth supply of products and devices to our end users,” Vickram Bedi, Senior Director, Personal Systems at HP India, had told News18 last month, when asked about how the chip shortage is impacting …

Yes, the global microchip shortage is COVID’s fault. No, it won’t end any time soon
3 years, 6 months ago

Yes, the global microchip shortage is COVID’s fault. No, it won’t end any time soon

Firstpost  

Semiconductors are an essential component of electronic devices, found in everything from cars and factory machinery to dishwashers and mobile phones. The manufacturing world is facing one of its greatest challenges in years — a global shortage of semiconductors — and there doesn’t appear to be an end in sight any time soon. According to Acer, one of the world’s …

Intel Reiterates Chip Supply Shortages Could Last Several Years
3 years, 6 months ago

Intel Reiterates Chip Supply Shortages Could Last Several Years

News 18  

Intel?s CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas, including consumer electronics. ?But while the industry has taken steps to address near term constraints it could still take a couple of years for …

TSMC says can catch up with auto chip demand by end June
3 years, 7 months ago

TSMC says can catch up with auto chip demand by end June

The Hindu  

Taiwan Semiconductor Manufacturing Co Ltd expects to be able to catch up with the "minimum requirement" of customer demand for auto chips by the end of June, its chairman told U.S. broadcaster CBS. Automakers around the world are shutting assembly lines due to the shortage of chips for the industry, which in some cases have been exacerbated by the former …

The global chip shortage is going from bad to worse. Here’s why you should care
3 years, 7 months ago

The global chip shortage is going from bad to worse. Here’s why you should care

CNN  

London CNN Business — In the market for a new car, smartphone or washing machine this year? When the pandemic forced carmakers to temporarily shutter factories last year, semiconductor manufacturers reassigned spare production capacity to companies making smartphones, laptops and gaming devices — products in high demand from housebound consumers. In a call with analysts on Wednesday, Apple chief financial …

Starving for more chips in a tech-hungry world
3 years, 8 months ago

Starving for more chips in a tech-hungry world

The Hindu  

As the U.S. economy rebounds from its pandemic slump, a vital cog is in short supply: the computer chips that power a wide range of products that connect, transport and entertain us in a world increasingly dependent on technology. But things have been getting even worse in recent weeks, particularly in the auto industry, where factories are shutting down because …

Global chip shortage continues: What caused it, how it affects us, and how to prevent it from happening again
3 years, 8 months ago

Global chip shortage continues: What caused it, how it affects us, and how to prevent it from happening again

Firstpost  

As the US economy rebounds from its pandemic slump, a vital cog is in short supply: the computer chips that power a wide range of products that connect, transport and entertain us in a world increasingly dependent on technology. But things have been getting even worse in recent weeks, particularly in the auto industry, where factories are shutting down because …

EXPLAINER: Starving for more chips in a tech-hungry world
3 years, 8 months ago

EXPLAINER: Starving for more chips in a tech-hungry world

Associated Press  

SAN RAMON, Calif. — As the U.S. economy rebounds from its pandemic slump, a vital cog is in short supply: the computer chips that power a wide range of products that connect, transport and entertain us in a world increasingly dependent on technology. But things have been getting even worse in recent weeks, particularly in the auto industry, where factories …

Will the Ongoing Chip Shortage Delay iPhone 13 Launch? Supplier Foxconn Warns of Supply Issues
3 years, 8 months ago

Will the Ongoing Chip Shortage Delay iPhone 13 Launch? Supplier Foxconn Warns of Supply Issues

News 18  

The world is going through a semiconductor shortage, with manufacturers from gadgets to automobiles expressing concerns over the consequences of the chip shortage. Now, Apple supplier Foxconn has announced that the chip shortage may result in delay in upcoming smartphones. According to a report in Nikkei, Foxconn has said that the global chip shortage will reduce its shipments by 10 …

Explainer: Why is There a Global Chip Shortage and Why Should You Care?
3 years, 8 months ago

Explainer: Why is There a Global Chip Shortage and Why Should You Care?

News 18  

From delayed car deliveries to a supply shortfall in home appliances to costlier smartphones, businesses and consumers across the globe are facing the brunt of an unprecedented shortage in semiconductor microchips. General Motors Co and Ford Motor Co are among the big carmakers who said they would scale down production, joining other automakers including Volkswagen AG, Subaru Corp, Toyota Motor …

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