Insight ReportHas the Chip Shortage Ended? What Does This Mean for Retailers? John Harmon, CFA, Managing Director of Technology Research May 4, 2023 Reasons to ReadWe discuss the current availability of chips (semiconductors) following recent shortages and spikes in consumer demand for electronics and appliances. We also present recent commentary on supply and demand from selected technology companies. This report builds on our previous research on the topic: What Does the Global Chip Shortage Mean for Retailers? Data in this report include: Year-over-year growth in US consumer spending on electronics and appliances, 2010–2022 US revenue for selected consumer electronics products, 2018–2026E Global semiconductor market size, 1987–2023E Companies mentioned in this report include: Apple, Avery Dennison, HP Inc., Lenovo, Microsoft, Qualcomm, Samsung, TSMC Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: DeepSeek: The Chinese AI Startup That Has Overtaken ChatGPT on Apple’s App StoreHead-to-Head in Global Luxury Retailing: Kering vs. LVMH1Q25 Retail Inventory Insights: Lean Inventory, Tariff Mitigation, Supply Chain AdjustmentsFinancial Sentiment Turns Negative: Weekly US Consumer Sentiment, Week 11, 2025—Infographic
