jms_embedded
Active member
Any idea when in 2020 it was widely suspected that the semiconductor industry was entering a shortage?
I've been looking around published media articles and these are the earliest I've found that give hints:
My next step is digging into semi-manufacturer earnings calls and see what I can read from the tea leaves there...
...but I'd greatly appreciate it if any of you know any leads to look into.
I've been looking around published media articles and these are the earliest I've found that give hints:
- - 2020 Aug 12 BusinessKorea -- article stating eight-inch foundry utilization at 100% (although quite a few articles from 2015-present about 200mm demand increasing)
- - 2020 Oct 21 Asahi Kasei fab fire (news article here; I can't read Taiwanese but Google can translate nicely
- - 2020 Oct 28 SemiMedia -- article on AKM fab fire
- - 2020 Oct 29 ProSound News -- article about impact of fire on audio industry
- - 2020 Nov 4 CNET (and others) -- reports of power IC shortages in Apple iPhone 12
- - 2020 Nov 9 DigiTimes -- PWM / power management IC shortages
- - 2020 Dec 4 Reuters -- Continental says chip shortages to cause auto supply bottlenecks until 2021
- - 2020 Dec 4 Reuters -- Chip shortages could slow automotive production, VW and suppliers say (Continental, Bosch, Volkswagen, Infineon, NXP)
- - 2020 Dec 16 Fusion Worldwide -- Wafer Shortage to Continue in Q1 2021 as IC Market Impact Grows (not a mainstream media article)
- - 2020 Dec 17 Semiconductor Engineering -- 200mm Demand Surges (not a mainstream media article, but good, detailed industry coverage)
- - 2020 Dec 17 Reuters -- Analysis: Global chip shortage threatens production of laptops, smartphones and more (not just automotive)
- - 2020 Dec 18 Wall Street Journal -- Chip Shortage Slows Global Auto Recovery (but article mentions wider industry shortage)
- - 2021 Jan 8 Associated Press -- Semiconductor shortage forces automobile production cuts (but article mentions wider industry shortage)
My next step is digging into semi-manufacturer earnings calls and see what I can read from the tea leaves there...
...but I'd greatly appreciate it if any of you know any leads to look into.
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