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Semiconductor shortage that has hobbled manufacturing worldwide is getting worse

The global semiconductor shortage that has paralyzed automakers for nearly a year shows signs of worsening, as new coronavirus infections halt chip assembly lines in Southeast Asia, forcing more car companies and electronics manufacturers to suspend production. ....

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Global Chip Shortage Underscores Need to Diversify US Supply Chain: China's Taiwan intimidation and its domestic semiconductor investment threaten US tech sector

Global Chip Shortage Underscores Need to Diversify US Supply Chain: China’s Taiwan intimidation and its domestic semiconductor investment threaten US tech sector
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The continuing global semiconductor shortage has highlighted the United States’ dependence on a fragile global supply chain of chip manufacturing that’s concentrated in Asia.
Amid this environment, China’s increasingly combative stance against Taiwan along with its massive domestic investment into chipmaking is a key risk to the security of America’s chip supply.
The worsening global computer chip shortage has been destructive to several industries and hurt consumer pocketbooks.
While some U.S. automakers saw output disrupted late last year due to chip shortages; more recently, they have resumed production, just without certain “smart” features that require such chips. The domino effect is a lower supply of new cars, which drives up prices. Japan’s Sony Corp. recently blamed ....

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Can Taiwan's Silicon Shield Protect It against China's Aggression? - New Delhi Times - India's Only International Newspaper

May 11, 2021
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The global shortage of semiconductors, or microchips the “brains” in all electronic devices, has heightened the geopolitical significance of Taiwan and its chip-making sector. The island is home to the world’s largest contract chipmaker: Taiwan Semiconductor Manufacturing Co (TSMC).
Many describe Taiwan’s strength in microchips as its “silicon shield,” which can protect it against Chinese aggression.
But others suspect the sector, coveted by China, may also trigger China to accelerate its efforts to take advantage of Taiwan’s tech prowess.
‘Not let war happen’
When asked to explain the shield, TSMC chairman Mark Liu told CBS News’ “60 Minutes” program last week that it means “the world all needs Taiwan’s high-tech industry support. So, they will not let the war happen in this region because it goes against interest of every country in the world.” ....

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Global Chip Shortage Underscores Need to Diversify US Chip Supply Chain

Global Chip Shortage Underscores Need to Diversify US Supply Chain
China’s Taiwan intimidation and its domestic semiconductor investment threaten US tech sector
Commentary
The continuing global semiconductor shortage has highlighted the United States’ dependence on a fragile global supply chain of chip manufacturing that’s concentrated in Asia.
Amid this environment, China’s increasingly combative stance against Taiwan along with its massive domestic investment into chipmaking is a key risk to the security of America’s chip supply.
The worsening global computer chip shortage has been destructive to several industries and hurt consumer pocketbooks.
While some U.S. automakers saw output disrupted late last year due to chip shortages; more recently, they have resumed production, just without certain “smart” features that require such chips. The domino effect is a lower supply of new cars, which drives up prices. Japan’s Sony Corp. recently blam ....

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Global semicon sales up 13.2% y-o-y in January to US$40b, says SIA

KUALA LUMPUR (March 2): Global semiconductor industry sales rose 13.2% year-on-year (y-o-y) in January to US$40 billion from US$35.3 billion a year earlier, according to the US-based Semiconductor Industry Association (SIA).
In a statement on its website yesterday, the SIA said the figure was 1% more than the December 2020 total of US$39.6 billion.
Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organisation and represent a three-month moving average.
SIA president and chief executive officer (CEO) John Neuffer said global semiconductor sales got off to a strong start in 2021, increasing both y-o-y and month-on-month (m-o-m) in January.
“Global semiconductor production is on the rise to meet increasing demand and ease the ongoing chip shortage affecting the auto sector and others, and annual sales are projected to increase in 2021,” he said. ....

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