Today almost nothing works without micro-chips. The global bottlenecks in this area have now left their mark on many industries. In contrast, business is booming at the largest chip manufacturers. But even there, not all companies benefit to the same extent. The reasons for this are different.
According to the market research company TrendForce, the world’s ten largest producers of microchips reached a new record level in sales in the first quarter of 2021. With a total of almost $ 23 billion, the result was another one percent above the strong result from the final quarter of the previous year.
With around 13 billion dollars, the Taiwanese chip giant Taiwan Semiconductor Manufacturing Corp (TSMC) alone accounted for almost 57 percent of global sales. As a contract manufacturer for companies such as AMD, MediaTek and Qualcomm, the company was able to increase its sales by around two percent in Q1 2021 compared to the same period of the previous year.
Taiwan Semiconduc…
(WKN: 909800)
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The competitor Samsung, on the other hand, had to accept a decline in sales of two percent in the area of chip production. According to TrendForce, this was in part related to a winter storm that swept across Texas in February. The associated power outages in the capital Austin would have forced Samsung to temporarily stop the production of chips in one of its plants there, according to TrendForce.
The market research company Forrester expects that the global chip shortage will continue until 2023. The SHAREHOLDER recommendations TSMC and Samsung will continue to benefit from this. Invested investors stay on board.
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