Stiftung Neue Verantwortung：主要是因为在中国囤积
-全球半导体芯片短缺-
近期研究：
从2020年底开始，全球范围内半导体芯片供应短缺的情况变得严重。
除了爆发中共病毒（新冠）感染
中国企业
为中美高科技战争做准备
囤积半导体
据说影响了供需平衡。
德国智库
新责任基金会（Stiftung Neue Verantwortung）
报告于 11 月底发布。
2019年，美国对中国电信设备和华为实施出口禁令。
因此，有人分析称，“中国出于对未来的担忧，开始过度订购芯片”。
大纪元
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.