Semiconductor shortage: industry heads for “supersize bust”
Semiconductor shortage: industry heads for “supersize bust”
The semiconductor shortage could soon become a semiconductor glut as demand for electronic gadgets falls while state subsidies could mean a surplus of…
16 Aug 2022
Zhao Weiguo: China’s No. 1 chip tycoon vanishes
Zhao Weiguo: China’s No. 1 chip tycoon vanishes
Zhao Weiguo rode a decades-long boom in China pursuing Beijing’s core industrial policy of semiconductor self-sufficiency. Then he fell foul of Xi Jin…
5 Aug 2022
Three stocks helping to fix the semiconductor shortage
Three stocks helping to fix the semiconductor shortage
Ewan Markson-Brown, CRUX Asset Management, picks three semiconductor manufacturers that can profit from digitalisation and supply shortages
28 Feb 2022
How the UK can help solve the semiconductor shortage
How the UK can help solve the semiconductor shortage
The EU’s plan to build a semiconductor manufacturing industry will fail, but the UK should take advantage of that, says Matthew Lynn
26 Sep 2021
Regulatory crackdowns drive investors to China’s chipmakers
Regulatory crackdowns drive investors to China’s chipmakers
Investors are ditching fintech and the big Chinese tech stocks and flocking to semiconductor companies instead. Saloni Sardana analyses why that is.
17 Aug 2021
Semiconductors will go from famine to feast
Semiconductors will go from famine to feast
A global shortage of semiconductors has collided with an unprecedented surge in demand. But the chip industry has always been highly cyclical.
23 Apr 2021
Arm Holdings takeover: has Nvidia had its chips?
Arm Holdings takeover: has Nvidia had its chips?
The takeover of Britain’s semiconductor group Arm Holdings by its US rival Nvidia could be running into the sand, says Matthew Partridge.
22 Apr 2021
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The great global semiconductor squeeze
The great global semiconductor squeeze
The rise of electric cars and booming sales of games consoles, televisions and home computers is driving a global shortage of semiconductors.
2 Apr 2021
The looming global battle over semiconductor supply
The looming global battle over semiconductor supply
A shortage of semiconductors – essential components in electronic devices – has spooked businesses and governments. It could even spark future geopoli…
30 Jan 2021