1.The Factors Recently Impacting Global Semiconductor Supply 
1.1 The Information Market Demand from the Pandemic Drives Global Semiconductor Demand 
1.2 U.S.-China Trade War Intensifies, Causing Production Capacity to Tighten 
1.3 Demand from Automotive Chips Has a Short-term Crowding-out Effect on Information Chips 
1.4 Heavy Snow in Texas and Renesas Plant Fire Affect Output of IDM Fabs 
2.Demand for Chip Manufacturing / Packaging and Testing is in Short Supply, Pushing Up Chip Prices 
3.Notebook Chip Shortage Situation 
4.MIC Perspective 
Appendix 
List of Companies 
 

Background of the global semiconductor shortage and the impact on the global notebook PC industry

Analysis of key factors affecting global semiconductor supply, including the COVID-19, China-U.S. trade war, automotive chip shortage, and irresistible and external factors  

Figure 1 Major Semiconductor Foundry Revenue Shares by Country in 2020 
Figure 2 The Market Share of Semiconductor Applications in 2020
Figure 3 The Growth Trend of Taiwan's 8-inch Wafer Fab Capacity and Capacity Utilization Rate
Figure 4 The Growth Trend of Taiwan's 12-inch Wafer Fab Capacity and Capacity Utilization Rate 
Figure 5 Semiconductor Price Increase Trend 
Figure 6 The Main Semiconductor-Based Notebook Computer Components Affected by the Supply Crunch 
 

Table 1  Factors Affecting Global Semiconductor Supply and Demand