Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is considering building an advanced IC packaging plant in the US following a massive investment to set up a wafer fab in Arizona, Nikkei Asia reported. TSMC was considering the plant in response to “Washington’s desire to bring more of the tech supply chain onto home turf,” the report said. TSMC increasingly faces the need to expand in the US, which accounts for about 62 percent of its total sales, Nikkei Asia said, citing three sources who declined to be named.

Source: TSMC mulls US packaging plant – Taipei Times

As organizations worldwide continue to grapple with a critical shortage of semiconductors plus myriad other supply chain disruptions, Arizona is positioning itself as a high-tech manufacturing hotbed. “Arizona has rapidly become an epicenter for electric vehicle and self-driving tech,” CNBC reports, “and it’s now the site of three big new semiconductor factories as the U.S. struggles to increase production during the global chip shortage.”

Source: Will Arizona Become the Nation’s Semiconductor Hub? | Source Today

IC Insights released its May Update to the 2021 McClean Report last week.  This Update included a discussion of the 1Q21 IC industry market results, an updated quarterly forecast for the remainder of this year, and a look at the top-25 1Q21 semiconductor suppliers. The top-15 1Q21 semiconductor suppliers are covered in this research bulletin.

Pervasive and persistent, the global semiconductor chip shortage is impacting auto manufacturers, computer makers, mobile phone producers and pretty much any other industry that relies on chips to make its end products.

Source: Semiconductor Chip Shortage Update: Relief in Sight? | Source Today