Semiconductor manufacturers are expanding capital spending in 2021 and beyond to help alleviate shortages. In addition, many governments around the world are proposing funding to support semiconductor manufacturing in their countries. o The United States Senate this month approved a bill which includes $52 billion to fund semiconductor research, design,… Read more“Semiconductor CapEx strong in 2021”
Supply issues limit 2021 semiconductor growth
Worldwide semiconductor shipments were $123.1 billion in 1Q 2021, up 3.6% from 4Q 2020 and up 17.8% from a year ago, according to WSTS. The 3.6% quarter-to-quarter growth was the highest for a first quarter since 1Q 2010, eleven years ago. The strong growth in 1Q21 implies strong growth in… Read more“Supply issues limit 2021 semiconductor growth”
Automakers to blame for semiconductor shortage
Automakers worldwide have scaled back production due to a shortage of semiconductors. Companies which have announced temporary halts on production include Volkswagen, Toyota, General Motors, Ford, Nissan, Honda, Suzuki, Mitsubishi, Daimler (Mercedes) and Stellantis (merger of Fiat-Chrysler and Peugot). IHS Markit estimates 1Q 2021 light vehicle production was reduced by… Read more“Automakers to blame for semiconductor shortage”
Electronics back strongly
Electronics production has recovered strongly from slowdowns due to the COVID-19 pandemic. Most major Asian electronic producers reported double-digit increases in early 2021. The chart below shows three-month-average change versus a year ago for electronics production. The data is from each country’s official statistics and is in local currency. China,… Read more“Electronics back strongly”