Supply Chain Research

The global semiconductor manufacturing industry is growing rapidly but faces a “serious imbalance in supply and demand of chips” according to Samsung Electronics. Exports from China, Japan, South Korea and Taiwan combined climbed 24.5% year over year in January and February combined, and by 39.3% compared to the same period of 2019, led by increased exports from China. Exports from Japan lagged with growth of just 2.5% in February compared to 17.3% in January, highlighting the volatility facing the sector. Exports from Japan in the two months combined rose by 9.6%, including a 0.5% dip i...