How do you figure? Demand for electronics skyrocketed when everyone working from home bought new laptops webcams, tablets.
There was a fire on a TSMC manufacturing line that caused a shortage early on but capacity recovered, demand stayed strong throughout and there was a massive spike at the end when car manufacturers needed to ramp back up to handle all the paused orders.
As far as I know there was never a demand dip at any point in there.
As far as I know there was never a demand dip at any point in there.