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Klaralven

(7,510 posts)
4. Demand is increasing faster than supply
Mon May 17, 2021, 07:28 AM
May 2021

At least that's the case in semiconductors.

Production, in terms of equivalent 200 mm wafer starts is probably up 10% year over year. However, as everyone across the globe goes more digital, there is tremendous demand. Some users, such as the auto industry didn't plan ahead and pay up to get in line for enough foundry capacity.

https://epsnews.com/2021/02/10/5-fabs-own-54-of-global-semiconductor-capacity/

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