The chip deficit is finally over, with the growth of the largest producers slowing down

The chip deficit is finally over, with the growth of the largest producers slowing down

Despite isolated cases of shortage of certain components, in general, the global chip deficit can be considered to have been lost, TrendForce analysts believe, while there is still a high demand for chips for cars and industrial equipment and their cost will increase, but there are already enough chips for consumer electronics, and some may even be in excess.

The sales of the top 10 producers in the second quarter were $33.20 billion, with industry growth slowing down to 3.9 per cent compared to the previous quarter.TrendForce projects that this figure will be slightly higher in the third quarter, with the release of the new iPhone, some stock growth is expected for component producers.

The TSMC loan in the second quarter was $18.15 billion: high-performance computing segments, the Internet of things and chips for autoprom showed good performance. The 5 nm line loan increased by 11.1 per cent on a quarterly basis with the new HPC products of NVIDIA, AMD and Bitmain; the 7 and 6 nm line revenues rose by 2.8 per cent.

Samsung increased profits over the past quarter and continued to transfer lines 7 and 6 nm by 5 and 4 nm — the output of the production unit grew by 4.9 per cent in quarterly terms and reached $559 billion. Technology production started at 3 nm will not generate revenue until the end of 2022.

GlobalFoundries' revenues increased by 2.7 per cent in the second quarter to $1.99 billion. The company extended a long-term agreement with Qualcomm to produce components for 5G and Wi-Fi 7. SMIC increased revenues by 3.3 per cent to $1.90 billion Nexchip in the last quarter to expand production capacity and technology platforms, increasing revenues by 4.5 per cent in quarterly terms to $463 million.