Foundry Capacity Expansion Easing Chip Shortage, But Weakening Demand Can Cause Oversupply
The Counterpoint Podcast - En podkast av Counterpoint Research
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The global semiconductor components shortage has been in the news since the start of the COVID-19 pandemic. Trade tensions between the US and China further upset the normal supply situation and the automotive sector was among the high-profile casualties. Chip manufacturers addressed the supply-demand issue by increasing capacity.Then, there is the Russia-Ukraine conflict which has added further uncertainties with respect to some raw materials that are required for semiconductor manufacturing....
