ELECTRONICS NEWS HIGHLIGHTS W21.2023

1. BLOOMBERG: US CHIP IMPORTS UP 13% IN Q1

According to Bloomberg, U.S. chip imports rose 13% to $15.4 billion in the first quarter of this year. The report indicates that chip exports from China to the US fell by 10.8%, from Malaysia by 33%. Meanwhile, Thailand has doubled and India has increased 38 times to $ 497.1 million in exports to this market. This show the local semiconductor manufacturing project promoted by the U.S. government’s United States Chips and Science Act is still years away.

Learn more: BLOOMBERG: US CHIP IMPORTS UP 13% IN Q1

2. AS CHIP SHORTAGE WANES, PRICE & CAPACITY WARS BEGIN

TSMC, the leading chip manufacturer, is preparing resources and taking large orders in advance to produce the new A17 bionic chip. With this preparation, the discount for companies like Apple, Samsung and Lenovo is extremely good. In the context of a significant drop in sales of consumer electronics, leading to a build-up of inventories and a decrease in demand for semiconductors, TSMC has demonstrated its readiness to fight on price and production capacity as chip shortage wanes.

Learn more: AS CHIP SHORTAGE WANES, PRICE & CAPACITY WARS BEGIN

3. CHINA’S RISING PRODUCTION AND FALLING IMPORTS OF CHIPS INDICATE INCREASING SELF-RELIANCE

Citing the latest data from China’s National Bureau of Statistics, the report said chip output rose 3.8% year-on-year to 28.1 billion units in April. Besides, the total volume China’s chip imports fell 21% year-on-year to $146.8 billion, in the first four months of this year. This is said to be the result of China’s determination to be self-reliance in the face of the continuous sanctions from the US towards this country.