By Christopher Rogers, senior researcher, Panjiva, part of S&P Global
The global semiconductor industry is in the midst of a period of upheaval driven by both short- and long-term factors.
The most obvious has been the imbalance in supply versus demand shown by shortages in the automotive industry, as discussed in Panjiva’s research of May 18, resulting in higher prices.
There are also emergent challenges from water shortages in Taiwan – which accounted for 14.4 percent of global exports in 2019 – that are causing power shortages and potential semiconductor fabrication facility closures, according to Nikkei Asia. [Read more…] about New S&P Analysis: Stressed semiconductor industry needs water, gets liberal sprinkling of state support
