On April 3, according to media reports, at the annual meeting of Semiconductor Industry Association recently held in Taiwan, China, TSMC Chairman Liu Deyin warned the industry that three major factors have led to the shortage of chips in the world, especially the increase of uncertainty, and repeated orders have also appeared in the industry.
He pointed out that,Mature processes such as 28nm seem to be in short supply, but in fact, global capacity supply exceeds demand.
The three major factors leading to global chip shortage are as follows:
1, COVID-19 leads to inventory accumulation in supply chain.
2. The increase of uncertainty factors, especially the tense trade relations between the United States and China, leads to the waste of some supply chain transfers; the US sanctions against Huawei make other competitors expect to get more shares, and the relevant sanctions make the supply chain face more uncertainties, which will lead to repeated orders.
3, the new crown has accelerated the digital transformation and led to the strong demand for chips.
- THE END -Techweb