Ford is still limiting production because of a chip shortage, but Tim Cook of Apple and Christiano Amon of Qualcomm are both saying the problem is mostly resolved.
Silicon wafer shipments in 2021 increased 14%, about three times the economic growth rate. The chip foundries reported a similar 15% production increase.
The chart at left, from Sravan Kundojjala of Strategy Analytics, shows that China’s SMIC shipments increased 19%, measured by silicon volume. Taiwan’s TSMC shipments increased 14%.Continue reading