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SVTPerformance's Chain of Restaurants
Road Side Pub
Frying Pan Into the Fire -- Chip Shortage
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<blockquote data-quote="Weather Man" data-source="post: 16619613" data-attributes="member: 137766"><p><a href="https://seekingalpha.com/news/3695355-global-chip-shortage-will-last-until-q2-2022-says-gartner" target="_blank">Global chip shortage will last until Q2 2022, says Gartner</a></p><ul> <li data-xf-list-type="ul">The global semiconductor market will return to normal supply levels by the second quarter of 2022, according to <a href="https://www.gartner.com/en/newsroom/press-releases/2021-05-12-gartner-says-global-chip-shortage-expected-to-persist-until-second-quarter-of-2022" target="_blank">new Gartner research</a>.</li> <li data-xf-list-type="ul">Gartner notes that the shortage has moved from auto chips to consumer electronics and the entirety of the semiconductor supply chain, including substrates, wire bonding, passives, materials, and testing.</li> <li data-xf-list-type="ul">Gartner expects device shortages to be pushed out until Q2 2022 but substrate capacity constraints could continue until Q4.</li> <li data-xf-list-type="ul">The research firm has four tips of advice for semiconductor-reliant industries: extend supply chain visibility, guarantee supplies with preinvestments or a companion model, track leading indicators, and diversify the supplier base.</li> <li data-xf-list-type="ul">“Since the current chip shortage is a dynamic situation, it is essential to understand how it changes on a continuous basis. Tracking leading indicators, such as capital investments, inventory index and semiconductor industry revenue growth projections as an early indicator of inventory situations, can help organizations stay updated on the issue and see how the overall industry is growing,” says Gaurav Gupta, research vice president at Gartner.</li> <li data-xf-list-type="ul">Related chipmaking stocks include foundry giant TSMC (<a href="https://seekingalpha.com/symbol/TSM" target="_blank">TSM</a> -3.5%) and auto chip companies NXP Semiconductor (<a href="https://seekingalpha.com/symbol/NXPI" target="_blank">NXPI</a> -4.3%), ON Semiconductor (<a href="https://seekingalpha.com/symbol/ON" target="_blank">ON</a> -2.1%), and STMicroelectronics (<a href="https://seekingalpha.com/symbol/STM" target="_blank">STM</a> -3.9%).</li> <li data-xf-list-type="ul">The Biden administration is planing a summit with chipmakers and reliant companies to address the shortage and potential <a href="https://seekingalpha.com/news/3694077-biden-administration-reportedly-planning-summit-to-address-global-chip-shortage" target="_blank">U.S. investments.</a></li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16619613, member: 137766"] [URL='https://seekingalpha.com/news/3695355-global-chip-shortage-will-last-until-q2-2022-says-gartner']Global chip shortage will last until Q2 2022, says Gartner[/URL] [LIST] [*]The global semiconductor market will return to normal supply levels by the second quarter of 2022, according to [URL='https://www.gartner.com/en/newsroom/press-releases/2021-05-12-gartner-says-global-chip-shortage-expected-to-persist-until-second-quarter-of-2022']new Gartner research[/URL]. [*]Gartner notes that the shortage has moved from auto chips to consumer electronics and the entirety of the semiconductor supply chain, including substrates, wire bonding, passives, materials, and testing. [*]Gartner expects device shortages to be pushed out until Q2 2022 but substrate capacity constraints could continue until Q4. [*]The research firm has four tips of advice for semiconductor-reliant industries: extend supply chain visibility, guarantee supplies with preinvestments or a companion model, track leading indicators, and diversify the supplier base. [*]“Since the current chip shortage is a dynamic situation, it is essential to understand how it changes on a continuous basis. Tracking leading indicators, such as capital investments, inventory index and semiconductor industry revenue growth projections as an early indicator of inventory situations, can help organizations stay updated on the issue and see how the overall industry is growing,” says Gaurav Gupta, research vice president at Gartner. [*]Related chipmaking stocks include foundry giant TSMC ([URL='https://seekingalpha.com/symbol/TSM']TSM[/URL] -3.5%) and auto chip companies NXP Semiconductor ([URL='https://seekingalpha.com/symbol/NXPI']NXPI[/URL] -4.3%), ON Semiconductor ([URL='https://seekingalpha.com/symbol/ON']ON[/URL] -2.1%), and STMicroelectronics ([URL='https://seekingalpha.com/symbol/STM']STM[/URL] -3.9%). [*]The Biden administration is planing a summit with chipmakers and reliant companies to address the shortage and potential [URL='https://seekingalpha.com/news/3694077-biden-administration-reportedly-planning-summit-to-address-global-chip-shortage']U.S. investments.[/URL] [/LIST] [/QUOTE]
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SVTPerformance's Chain of Restaurants
Road Side Pub
Frying Pan Into the Fire -- Chip Shortage
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