The new outbreak of COVID-19 in Asia could disrupt the global supply chain and exacerbate the global semiconductor shortage, he said. The Wall Street Journal..
In Taiwan, an important hub for chip manufacturing, the number of cases of COVID-19 is currently increasing rapidly.On Saturday, Taiwan’s Central Epidemic Command Center announced that There were 251 newly confirmed cases of COVID-19 and 26 deaths. on Friday, The agency reported 287 new cases and 24 deaths. And the number of cases has been increasing since the beginning of May. “Since May 10, COVID-19 infections have surged from single digits to three digits within a few days.” South China Morning Post report..
This outbreak has had a major impact on at least one major chip company in Taiwan. “so King Yuan Electronics Co., one of the island’s largest chip testing and packaging companies, has more than 200 employees tested positive for the virus this month and an additional 2,000 employees have been quarantined. WSJ report.
TSMC, which manufactures chips for Apple, Qualcomm, and many other major tech companies, says it hasn’t been affected yet. WSJ. However, the company has already warned of a chip shortage in April. May last until 2022, And it is unclear how the outbreak of COVID-19 in Taiwan will affect its estimation.
The· WSJ It has been reported that the production capacity of the Malaysian factory is also reduced due to COVID-19. “The Malaysian Semiconductor Industry Association says the blockade will reduce production by 15% to 40%,” he said. WSJ..
Distribution centers in Asia are also affected by the pandemic. For example, the salt pans, Shenzhen’s main container port, account for 30% of normal activity. WSJ report.
New COVID-19 outbreaks in Asia could exacerbate the global chip shortage Source link New COVID-19 outbreaks in Asia could exacerbate the global chip shortage