The demand for semiconductors is hot, and the red market will be opened in the first month of 2021. The International Semiconductor Industry Association (SEMI announced on the 23rd the shipment report of North American semiconductor equipment manufacturers in January, the shipment amount reached a record high of US$3.04 billion, a monthly increase of 13.4% and an annual increase of 29.9%.

Analysts predict that the global chip shortage will continue into next year, and the share price of semiconductor stocks, which have soared to historical highs, is expected to rise again, although the oversupply that followed the chip shortage in 2018 is not far away.

Cao Shilun, SEMI's global marketing chief and president of Taiwan, said that the shipment amount of North American semiconductor equipment hit a new high in January, which is a good start to the year. The acceleration of digital transformation is driving strong and enduring demand for semiconductor equipment.

MarketWatch reported that the chip industry is facing a "perfect storm" of demand and supply that is unlikely to be resolved soon, said Lopez Research analyst Lopez. Rowland, an analyst at Susquehanna Financial Corporation, recently predicted that the shortage of chips will only worsen by the spring of next year.

Fitch, a credit-rating agency, said the shortage of chips had boosted the bargaining power of semiconductor players.