Semiconductor shortages are hindering the production of everything from personal computers and consumer electronics to automobiles. And some shortages are likely to linger throughout 2021, which is mixed news for semiconductor stocks.
"We expect semiconductor industry supply constraints on both wafers and substrates to only partially ease in second-half 2021, with some leading-edge (computing, 5G chips) tightness to extend into 2022," BofA Securities semiconductor stocks analyst Vivek Arya said in a recent note to clients.
https://www.investors.com/news/technology/semiconductor-stocks-chip-shortages/
Puolijohteista on nyt kova pula. Piirejä menee hirveästi autoihin ja 5G kännyihin. Tuotantolaitokset toimivat täydellä kapasiteetilla.
Analysts say an increase in demand, fueled in part by consumer trends during the pandemic, is the catalyst for supply chain issues. They say as new vehicle production slowed to a halt last spring, the consumer electronics industry picked up the automotive sector’s need for microchips.
Tekoälypiirejä ja muuta menee kuin kuumille kiville.
https://www.gizmochina.com/2021/01/04/semiconductor-shortage-cause-rise-in-prices-2021/
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