Navigating the global chip shortage: alt data for the semiconductor industry
Konstantinos Vafeidis, Associate (London)
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First, with trade sanctions, and now with the global pandemic, the demand for semiconductors has been steadily surging beyond available capacity. In 2021, the surge has culminated with a shortage that has brought numerous industries to its knees by a tiny, yet ubiquitous, electronic product. In this report, we highlight datasets for readers hoping to navigate this global chip shortage and gain insight into the current state of the semiconductor industry.
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EMPLOYEE & FACILITY ACTIVITY
To monitor semiconductor manufacturing, readers can track facility activity as a proxy of production. Specifically, using geospatial data, one can investigate: 1) the number of semiconductor manufacturing plants that are active, and 2) the number of employees working at said plants at a given point in time as an indicator of production.