The semiconductor industry is adapting to the chip shortage and, business is booming. But the automotive and consumer electronics sectors are having to cut back production at huge costs for some manufacturers.
Chip companies are jostling for market share, niches and government benefits. TSMC and Intel are competing for technology leadership and preferential construction deals, while SMIC in China is still trying to catch up with the headwinds of US sanctions.
The article points out that after the chip shortage and pandemic related buying there could be overcapacity as a result of the drive to chip supply independence. And that this could result in increased competitive pressures between manufacturers and countries.
Are people trading/investing in the chip shortage? and who do people see as the main winners/losers?
How long could this boom last for the semiconductor industry?
https://www.zenontech.co/post/v9-chip-shortage-update-fab-wars-and-consolidation
Submitted August 21, 2021 at 12:54AM by Flabby-Lobster https://ift.tt/3D3rjBl
