he global semiconductor shortage casts a shadow over the plans of automakers and other companies. But for Silicon Valley executives like Aart de Geus, there is a silver lining.
The global semiconductor production capacity is in short supply. As new capacity is gradually opened in the second half of the year, the demand for silicon wafers continues to strengthen and the supply is tight.
The global semiconductor supply chain has been suffering severe capacity constraints since H2 2020 due to pent-up demand in different sectors. Foundry capacity remains largely booked with fully-loaded utilization rates across different process nodes.
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