chip: Pandemic demand, smartphone shuffle squeeze global chipmakers
A 14nm chip developed by Rockchip is on display in Fuzhou, Fujian Province of China. Synopsis A new boom cycle may be starting in the highly cyclical chip sector. Rising chip prices are leading to bumper profits for leading third-party manufacturers, whose production capacity is fully booked. The shortage of chips is unlikely to ease in the first half of 2021, say experts. Yang GeHigh-tech veteran Guo Ming first noticed that change might be brewing in the highly cyclical sector for microchips in last year’s third quarter. His company, a midsize Chinese manufacturer of display driver integra...