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: Agentic Commerce Insights Latest—Including Learnings from CES and NRF: Premium Subscriber CallHigher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey InsightsHoliday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsShoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of Mind
