But this could still change, especially if tensions rise between the US and China regarding Taiwan, an international center for chip manufacturing. There’s an excess of the types of chips used to power PCs but a shortage of other kinds of chips, such as those used in vehicles and industrial applications, per an August 2022 Bloomberg article.
Report
| Sep 13, 2022
TSMC is building chip factories in the US, Japan, and Europe while investing 1.86 trillion New Taiwan dollars ($60.4 billion) in a new Taiwanese factory. A year too late: None of these new chip factories is expected to contribute to global supplies until they go online in 2024. Until then, supply chain scarcity will continue drive up product pricing.
Article
| Jan 25, 2023
The news: Taiwan Semiconductor Manufacturing Company has reportedly warned clients for the second time in less than a year that it will raise prices as a result of looming inflation concerns, per iMore. More on this? TSMC, the world’s largest chipmaker by volume and revenue, is planning a 5% to 8% increase after hiking advanced chip prices by 10% and less advanced chip prices by 20% in August.
Article
| May 13, 2022
Caught in the middle: Semiconductors are a battleground between the US and China, which are competing to accelerate chip production to match up with Taiwan and South Korea as well as reduce reliance on foreign chips. AMD and Nvidia stocks were rocked by the news yesterday. AMD’s stock was down 5.1% and Nvidia’s shares plunged 10%, hitting a 52-week low.
Article
| Sep 2, 2022
Building foundries in key countries follows a global trend to decentralize chip production from supply chains rooted in Taiwan and China. TSMC, the world’s largest chipmaker, is looking to Arizona, Germany, and Japan for its future plants, ostensibly to serve the burgeoning electronics and automotive industries in those areas.
Article
| Nov 22, 2021
Lack of access to important chipmaking technology could widen the innovation gap between China and Taiwan, the US, and South Korea. This article originally appeared in Insider Intelligence's Connectivity & Tech Briefing—a daily recap of top stories reshaping the technology industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe.
Article
| Jan 31, 2023
Some respondents also cited the increasing tensions between China and Taiwan, and speculated that any US involvement would worsen supply chain pressures and negative investor sentiment. High energy prices. High energy prices, especially in Europe, have been fueled by the geopolitical tensions in Ukraine. This is likely to continue and potentially affect other non-European countries as well.
Article
| Dec 22, 2022
In context, Beijing threatened to put Taiwan-based TSMC on its "Unreliable Entity List" during the US’ Huawei embargo, per Nikkei Asia. The list marks foreign businesses accused of treating Chinese companies unfairly. This article originally appeared in Insider Intelligence's Connectivity & Tech Briefing—a daily recap of top stories reshaping the technology industry.
Article
| Aug 19, 2022
The Russia-Ukraine war and growing China-Taiwan tensions may prolong existing semiconductor supply chain issues. At this year’s meeting, the US-EU Trade and Technology Council concluded that government agencies and industry leaders must bring semiconductor manufacturing onshore and increase investment in its research and development.
Article
| Jun 10, 2022
Although the US views the restrictions as necessary, China could retaliate by invading Taiwan in an attempt to take over the country’s semiconductor manufacturing base. With Taiwan-based TSMC tied to the fate of the global economy, the outcome could have devastating consequences.
Article
| Dec 20, 2022
But that’s less true now thanks to geopolitical issues like the conflict in Ukraine and China’s interest in Taiwan. The economic uncertainty resulting from those issues also contributes to the growing number of threats experienced by companies. And it’s not just big companies facing these perils: Even small businesses with under 10 employees are targeted.
Report
| Aug 11, 2022
The news: Taiwan Semiconductor Manufacturing Co. (TSMC) announced its record spending plan for 2022 to meet continued demand for semiconductors in various industries.
Article
| Jan 14, 2022
Droughts in Taiwan impeded production due to stringent water use restrictions. Rolling power outages and coal shortages are similarly constraining production, with more than 10 Taiwan-based semiconductor companies closed temporarily last month. One-third of Asian chipmakers, 67% of North American companies, and 63% of European companies say it’s difficult to find qualified workers.
Article
| Oct 29, 2021
China and the advanced economies of the Asia-Pacific region (Japan, South Korea, Australia, New Zealand, Taiwan, Singapore, and Hong Kong) will all be trudging along in the single digits by 2024, with many in the very low single digits. The story in Asia-Pacific will soon center on India and Southeast Asia, where growth will remain robust for the rest of our forecast period.
Report
| Feb 2, 2022
The Russia-Ukraine war and growing China-Taiwan tensions may prolong existing semiconductor supply chain issues. At this year’s meeting, the US-EU Trade and Technology Council concluded that government agencies and industry leaders must bring semiconductor manufacturing onshore and increase investment in its research and development. What Does This Forecast Mean for Marketers?
Report
| Jun 9, 2022
Chart
| Jul 13, 2023
Source: data.ai (formerly App Annie)
Apple’s MacBook mostly dodged holiday weakness a few quarters ago, but shipments fell 40.5% compared to the first three months of 2022. This trend could continue throughout the year.
Article
| Apr 11, 2023
Asia-Pacific will no longer produce huge increases in new social network users, but the sheer scale of the region means it should remain front and center for social media marketers. Facebook will remain on top, but TikTok, Instagram, and Snapchat are making waves.
Report
| Jan 18, 2022
US chip production accelerated by uncertainty in China: TSMC is fast-tracking plans to ramp up to 4-nanometer chips and will build an additional fab in Arizona. The tech gap between the US and China widens.
Article
| Dec 2, 2022
Intel presses pause on PC chip hires: Rising inflation, surging competition, and a shrinking PC market force Intel to evaluate PC chipsets. Its austerity measures could resonate across the industry.
Article
| Jun 14, 2022
Intel earns Nvidia’s vote as potential foundry partner: Future Intel chip fabs could boost capacity for GPUs and other chips, taking away TSMC and Samsung’s dominance and bringing production closer to home.
Article
| Mar 28, 2022
Intel leads consortium for chiplet production: AMD, Qualcomm, Arm, TSMC, and Samsung make up a dream team of silicon producers, but the exclusion of Nvidia and Apple raises questions.
Article
| Mar 4, 2022
Semiconductor sales are expected to normalize after a record-setting 2021 predicated by various shortages and extended gaps between orders and deliveries.
Article
| Jan 11, 2022
Chipmakers warn of worst downturn in a decade: Recovery from shortages was expected by late 2022, but chip manufacturers are bracing for tougher times as supply chains are challenged by economic uncertainty and political conflict.
Article
| Sep 8, 2022
The world's largest chipmaker forecast a 16% sales tumble in Q2 as the tech sector slows down. Its plans for new factory locations could be in peril.
Article
| Apr 21, 2023