Electronics production has been volatile over the past two years primarily due to the COVID-19 pandemic. Electronics production three-month-average change versus a year ago is shown below for key Asian countries. COVID-19 shutdowns affected production in early 2020. Trends in 2021 show a strong bounce back. The key trends by… Read more“Covid still impacting electronics”
2021 finishing strong, 2022 moderating
The semiconductor market in 3rd quarter 2021 was $144.8 billion, according to WSTS, up 7.4% from the prior quarter and up 27.6% from a year ago. The strong year-to-year growth was a slight deceleration from 30.4% in 2nd quarter 2021. The major memory companies reported very healthy 3Q21 revenue increases… Read more“2021 finishing strong, 2022 moderating”
Semiconductor CapEx too strong?
Semiconductor capital expenditures (CapEx) are on track for strong growth in 2021. For many companies the increase should continue into 2022. TSMC, the dominant foundry company, expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion… Read more“Semiconductor CapEx too strong?”
Auto semiconductor shortage worsens
The shortage of semiconductors for automotive applications is getting worse. Recent statements from major automakers: General Motors significantly cut production at eight North American plants earlier this month due to the semiconductor shortage. GM expects North American vehicle production in the second half of the year will be down about… Read more“Auto semiconductor shortage worsens”