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%.

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