Two years of global chip shortages resulting from the COVID-19 pandemic have left the semiconductor industry better prepared for Russia’s invasion of Ukraine. The war has created turmoil in two countries that supply neon gas and palladium, essential ingredients to create processors. One estimate puts the countries’ combined output of semiconductor-grade neon at anywhere from one-quarter to half, while positing Russia has in the past originated as much as a third of the metal palladium. Potential shortages of both materials has raised concern in an industry already struggling to meet demand. Continue reading Pandemic Prepared Chipmakers for New Scarcity Due to War

The global computer chip shortage is worsening and expected to extend through next year, with longer delays for receipt of orders, rumors of hoarding and companies like Amazon and General Motors reporting lower than expected sales as a result of products or parts being unavailable. Apple warns that supply-chain disruptions negatively impacting manufacturing of iPhones and other products could affect the holiday shopping season. With semiconductors integral to making everything from televisions to washing machines, production shortages are creating myriad problems for factories already running at full capacity. Continue reading Global Chip Shortage Is Causing More Delays, Sales Slumps

The smartphone industry is finally feeling the impact of the semiconductor shortage that has bedeviled the auto, PC and home appliance industries. Samsung Electronics, for example, expects a 20 percent drop in shipments from last quarter, due to problems sourcing key parts. Google’s Pixel 5a 5G device will only be available in the U.S. and Japan, even though last year’s models were given a wider release. China’s Xiaomi, which recently surpassed Apple to capture the No. 2 spot in global shipments, has raised the price of its flagship India device, the Redmi Note 10, to $174 from $161.  Continue reading Global Smartphone Industry Feeling Impact of Chip Shortage

Starting in Q4 2019, chipmakers — including Intel and Taiwan Semiconductor Manufacturing — began enjoying an upswing in demand that led to better sales and earnings. Data centers and personal computers appear to be fueling the increased demand. Intel, for example, reported that “adjusted earnings per share in [that] quarter rose to $1.52 from $1.28 in the year-prior period.” FactSet analysts predicted only $1.25 per share on an adjusted basis and $19.23 billion in sales. In fact, sales rose 8 percent to $20.21 billion. Continue reading Intel Earnings Rise with Increased Data Center, PC Demand