Who Could Gain From 28nm Chip Crisis?

Silicon Motion Technology Corp SIMO President Wallace Kou projected the flash device controller ICs' supply crisis to extend in 2022, DigiTimes Asia reports
Kou expects the 28nm and the 40/55nm process capacities at foundries to remain incredibly tight and could fall short of demand by up to 50% in 2022.
Silicon Motion had raised FY21 revenue growth guidance to 65% - 70%, betting on NAND flash demand for data center, server applications, and pickup in handset demand. Kou sees $1.5 billion worth of orders in 2022 and expects the revenue to top $1 billion in 2023.
United Microelectronics Corp UMC, which extended its 28nm technology partnership with Arm Ltd, plans to raise its prices for 28nm processes, DigiTimes reports shortly after a previous hike.
Taiwan Semiconductor Manufacturing Co Ltd TSM previously disclosed to keep the 28nm prices unchanged throughout the second half of 2021.
Interestingly, the semiconductor chip crisis proves to be a chipmaker revenue driver.
Price Action: TSM shares closed higher by 2.66% at $110.96, UMC shares higher by 2.22% at $10.60, and SIMO shares higher by 3.26% at $72.17 on Monday.