Recently, the semiconductor industry association (SIA) released the "2021 national semiconductor industry report" (hereinafter referred to as "report"). The report notes that in the past two years the global semiconductor industry's capital spending has hit a record high, industry capital spending in 2021 is expected to reach nearly $150 billion, will exceed $150 billion, 2022 and before 2021, the industry's annual capital expenditure never exceeded $115 billion.



However, according to the latest market, even if the so big money, especially chip semiconductor industry still faces shortages.

A drop in the bucket

The report pointed out that due to the outbreak of the new champions league chip shortage has been all over the world, to the terminal markets, including automotive industry has brought great influence. As a result, global are taking different measures to deal with iron core crisis.

However, in the large investment, but also has the regional gap. According to the report of semiconductor industry association in September 2020, according to data from the global chip manufacturing has shifted to the production of 75% in east Asia. In the global semiconductor market share has dropped from 37% in 1990 to 12% now. American industrial (including automotive and defense industries) using 88% of semiconductor chip is produced outside the United States.

At the same time, semiconductor companies in the United States has a global chip sales with a 47% share of the market.

Resulting in semiconductor companies in the United States to meet the expectations of faster and more intelligent electronic products, chip design requires innovation, which in turn depends on the existing most advanced manufacturing technology, but the advanced manufacturing technology is concentrated in the hands of Japan and South Korea.