Taiwan is “far and away” the leading global provider of semiconductors, with just two manufacturers responsible for 65% of the chips in use around the world, and 90% of the most advanced versions. Compare that with OPEC’s “dominance” in global oil production — a 40% share of total capacity — and the scale of the problem becomes painfully evident.
According to new reports, Taiwan’s largest semiconductor foundry is now seriously considering setting up a fab in Dresden, Germany.
The shortage has improved compared with the third quarter. It is expected that GM and other manufacturers will continue to see benefits in the next few quarters."
Flaring tensions between China and Taiwan are reminding companies how important it is to seek a broader range of sources for semiconductors — and to invest in the sector, reports Yahoo Finance.