Appendix
Backgroud on shortage of semiconductors
- Stockpiling from Huawei and other Chinese manufacturers based on the US / China Tech war.
Huawei blames US for global chip supply crunch - Nikkei Asia - Covid-19 pandemic surged demand for consumer electronics like laptops, video game consoles and smartphones as people around the world needed to find new ways to work and play.
- The car industry’s faster-than-anticipated bounce back after factory shutdowns.
- US Semiconductor industry and production was hit by missing power supply during the abnormal winterstorms in Texas (Samsung and TI)
Texas winter storm blackouts hit chip production | Financial Times (ft.com) - Taiwans Chip production is threatened by drought and missing water supply, as chip manufacturing uses large amounts of water
Taiwan’s worst drought in decades adds pressure to global chip shortage | South China Morning Post (scmp.com) - The value of cryptocurrencies has reignited mining profitability, piling on demand for various high-end processing components.
- Japans largest producer Renesas was hit by a electric started fire at the factory, setting out 26 production machines and production facilities.
Notice Regarding the Semiconductor Manufacturing Factory (Naka Factory) Fire (Summary of Updates) | Renesas
- Stockpiling from Huawei and other Chinese manufacturers based on the US / China Tech war.
Huawei blames US for global chip supply crunch - Nikkei Asia - Covid-19 pandemic surged demand for consumer electronics like laptops, video game consoles and smartphones as people around the world needed to find new ways to work and play.
- The car industry’s faster-than-anticipated bounce back after factory shutdowns.
- US Semiconductor industry and production was hit by missing power supply during the abnormal winterstorms in Texas (Samsung and TI)
Texas winter storm blackouts hit chip production | Financial Times (ft.com) - Taiwans Chip production is threatened by drought and missing water supply, as chip manufacturing uses large amounts of water
Taiwan’s worst drought in decades adds pressure to global chip shortage | South China Morning Post (scmp.com) - The value of cryptocurrencies has reignited mining profitability, piling on demand for various high-end processing components.
- Japans largest producer Renesas was hit by a electric started fire at the factory, setting out 26 production machines and production facilities.
Notice Regarding the Semiconductor Manufacturing Factory (Naka Factory) Fire (Summary of Updates) | Renesas