Stiftung Neue Verantwortung：中国の買いだめが主因（動画）：
Stiftung Neue Verantwortung: Mainly due to hoarding in China：
Stiftung Neue Verantwortung：主要是因为在中国囤积
ー世界的な半導体チップ不足ー
最近の調査：
2020年末から、世界的に半導体チップの供給不足が深刻化している。
中共ウイルス（新型コロナ）感染症の大流行のほか、
中国企業が、
- 米中ハイテク戦争に備え、
- 半導体を備蓄したことが、
- 需給バランスに影響したという。
独シンクタンク
新責任財団（Stiftung Neue Verantwortung）11月下旬に発表した報告書。
2019年、米国が中国通信機器・ファーウェイへの輸出禁止措置を発動した。
その為、「中国が、先行き不安に駆られてチップの過剰注文を始めた」と分析した。
大紀元 エポックタイムズ
https://www.epochtimes.jp/2021/11/82461.html
Another reason for the increasing demand seems to be the US-China technology rivalry.
One reason
for the quickly increasing demand for chips was COVID-19.Since the second half of 2020,
working from home and home schooling were the new normal in many countries.As many companies lacked
the necessary equipment and in- frastructure to enable work from home, many PCs and laptops were bought.6 With remote work, video calls became the “new normal”; thus, data center and server equipment was in high demand.
Staying at home due to curfews and lock-downs meant that many people invested in gaming consoles and other gadgets.
Another reason
for the increasing demand seems to be the US-China technology rivalry.When the US placed export bans on Huawei in 2019,
some Chinese compa- nies started hoarding chips out of fear of facing similar challenges if being put on the U.S. Entity List.
U.S. export restrictions on Chinese companies can be highly disruptive because of China’s reliance on foreign (US) chips.
Thus, it is understand- able that
Chinese companies started stockpiling chips, but by doing so they contrib- uted to skyrocketing demand.Thus, COVID-19 and hoarding due to geopolitical tensions led to skyrocketing demand for chips.
Global semiconductor sales were
18% higher in 1Q21 than in 1Q20,
29% higher in 2Q21 than in 2Q20 and 28% higher in 3Q21 than in 3Q20.Of course,
this huge increase in sales can be partly explained by the supply constraints that significantly increased prices.However,
forecasts also predict that 21% more semiconductor units are expected to be sold in 2021 than in 2020.All this despite
severe supply constraints throughout the entire value chain.
https://www.stiftung-nv.de/sites/default/files/understanding_the_global_chip_shortages.pdf
China Stockpiles Chips, Chip-Making Machines to Resist U.S.