An in-depth look at the reasons behind the chip shortage, including focus on higher-margin, cutting-edge chips, and stockpiling due to US China trade tensions
Semiconductor producers are trying to increase output, but the small gains are unlikely to fix the shortfalls hampering production … Tweets: @wsj , @chinarealtime , @dimartinobooth , @pstasiatech , and @emilyzfeng Tweets: @wsj : Chip makers are trying to boost supply, but their efforts are unlikely to help the deep shortage hurting production of cars, appliances and many other goods https://www.wsj.com/... @chinarealtime : The chip-supply crunch has been exacerbated by U.S.-China trade tensions. Fears of sanctions prompted tech companies in China to stockpile chips and prepare for the worst, Huawei deputy chairman Eric Xu said, by @_eunyoungjeong and @DanStrumpf. https://www.wsj.com/... Danielle DiMartino Booth / @dimartinobooth : “Chinese companies are stockpiling for one month, three months, or even six months, and they have disrupted the whole system,” (Huawei's) Mr. Xu said. China's semiconductor imports soared 15% last year and hit a record $35.9B in March. https://www.wsj.com/... Paul Triolo / @pstasiatech : “Now [the Chinese companies] are stockpiling for one month, three months, or even six months, and they have disrupted the whole system,” Mr. Xu said. China's semiconductor imports soared 15% last year and hit a record $35.9 billion in March. https://www.wsj.com/... @emilyzfeng : A pandemic, high demand consumer electronics, and US-China tensions have led to a sudden shortage of lower-end IC chips. Interesting look via @WSJ https://www.wsj.com/... Expand More For Next Unexpand More For Next