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In Depth: Pandemic Demand, Smartphone Shuffle Put Squeeze on Global Chipmakers

2021年01月25日 18:07 来源于 财新网
A perfect storm of factors has sent the global semiconductor sector into its latest boom cycle, which comes even as the global economy struggles
A confluence of factors including a smartphone shakeup and big demand for PCs and TVs during the pandemic has sent the global chip sector into its latest boom cycle.

High-tech veteran Guo Ming first noticed that change might be brewing in the highly cyclical sector for microchips in last year’s third quarter. His company, a midsize Chinese manufacturer of display driver integrated circuits, was a typical industry player, designing its own chips and using third-party partners to manufacture them.

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