Supply Chain Research

Global semiconductor supply chains are unbalanced and could remain so until 2022. General Motors has had to pause its manufacturing yet again due to “temporary parts shortages caused by semiconductor supply constraints” which it also blames on “COVID-19 restrictions”. In aggregate the export value of semiconductors remains robust with combined exports from Mainland China, Japan, South Korea and Taiwan rising by 30.5% year over year and by 8.5% sequentially in June to reach their highest for a single month since at least 2016. TSMC expects further growth in supplies in Q3’21 with revenue ...