Consulting analysts in tomorrow’s commodities and technologies


SEMICONDUCTORS: Renesas warns of hit to global chip supply after factory fire

Renesas Electronics, one of the world’s largest makers of chips for the automotive industry, has warned that a fire at one of its factories could have “a massive impact” on global semiconductor supplies and halt production for at least a month.

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SEMICONDUCTORS: The EU plans to stack chips

The global semiconductor shortage has come at an extremely inopportune time, just as the European automotive industry struggles with the latest round of lockdowns a year on from the initial COVID-19 outbreak. One could argue, however, that this issue has been a year in the making. Understanding why will be crucial to avoid it happening again.

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SEMICONDUCTORS: Chip Industry Had Worst Sales Year Since Dot-Com Bubble Burst

The semiconductor industry last year suffered its worst annual slump in almost two decades, hurt by a trade war between the largest chip producer, the U.S., and the largest consumer, China.

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SEMICONDUCTORS: Bosch invests $1.1 billion to double chip production

The biggest single investment in Robert Bosch's history is taking place now at the supplier's semiconductor business in Dresden, Germany. The $1.1 billion spend to construct its second wafer fabricating plant will enable a doubling of output of Bosch chips starting in 2021.

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