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Trendline

Trendline is an email newsletter for investors that picks out the most useful charts from more than 100 sources and explains them in plain terms. Each issue looks at a theme in business or markets, from where semiconductor chips are designed and made to tariffs, robot use in factories, box office takings and how big companies such as Tesla and BYD are performing.

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Infographics by Trendline

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Three donut charts titled USA leads the world in semiconductor chip design but lags behind in fabrication and assembly, showing 2021 market share by value: design US 61%, Taiwan 9%, China 9%, others 21%; fabrication US 27%, Taiwan 47%, China 12%, others 14%; assembly, testing and packaging US 28%, Taiwan 29%, China 14%, others 29%

Technology

Semiconductor Production by Country and Stage in 2021

By Trendline

In 2021 the United States held 61% of chip design by value, Taiwan held 47% of fabrication against 27% for the US and 12% for China, and assembly, testing…

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