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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: 16600419" data-attributes="member: 137766"><p><a href="https://seekingalpha.com/news/3678125-global-chip-shortage-could-cost-automakers-13m-production-vehicles-in-q2" target="_blank">Global chip shortage could cost automakers 1.3M production vehicles in Q2</a></p><ul> <li data-xf-list-type="ul">A recent winter storm in Texas and fire at a Renesas (<a href="https://seekingalpha.com/symbol/RNECF" target="_blank">OTCPK:RNECF</a>,<a href="https://seekingalpha.com/symbol/RNECY" target="_blank">OTCPK:RNECY</a>) chip fab have left Q2 automotive output "as exposed" to the global chip quarter as Q1, according to <a href="https://www.bloomberg.com/news/articles/2021-03-31/chip-shortage-costs-carmakers-output-of-1-3-million-vehicles?sref=DWzi38c2" target="_blank">IHS Markit</a>. Semi supplies might not stabilize until Q4.</li> <li data-xf-list-type="ul">The shortage could cost automakers 1.3M production vehicles during the second quarter.</li> <li data-xf-list-type="ul">Early last month, IHS Markit said the shortage could impact 672,000 light vehicle production units in Q1, and predicted that the chip shortage would<a href="https://seekingalpha.com/news/3657827-auto-chip-shortage-could-continue-until-third-quarter-ihs-markit" target="_blank"> stretch until Q3.</a></li> <li data-xf-list-type="ul">Foundry giant TSMC (<a href="https://seekingalpha.com/symbol/TSM" target="_blank">TSM</a> +1.9%) and semiconductor equipment makers Lam Research (<a href="https://seekingalpha.com/symbol/LRCX" target="_blank">LRCX</a> +3.6%), Applied Materials (<a href="https://seekingalpha.com/symbol/AMAT" target="_blank">AMAT</a> +4.4%), and KLA (<a href="https://seekingalpha.com/symbol/KLAC" target="_blank">KLAC</a> +3.4%) are all trading up. Lam reports earnings after the bell today.</li> <li data-xf-list-type="ul">Auto chip supplier stocks in the green include Texas Instruments (<a href="https://seekingalpha.com/symbol/TXN" target="_blank">TXN</a> +1.2%), ON Semi (<a href="https://seekingalpha.com/symbol/ON" target="_blank">ON</a> +2.7%), and STMicroelectronics (<a href="https://seekingalpha.com/symbol/STM" target="_blank">STM</a> +2.2%).</li> <li data-xf-list-type="ul">Yesterday, Renesas said it would likely take up to three months to return to pre-fire production levels at the affected fab.</li> <li data-xf-list-type="ul">Samsung's foundry said its operations in Austin, which were paused last month during a weather-related power outage, have returned to nearly normal levels.</li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16600419, member: 137766"] [URL='https://seekingalpha.com/news/3678125-global-chip-shortage-could-cost-automakers-13m-production-vehicles-in-q2']Global chip shortage could cost automakers 1.3M production vehicles in Q2[/URL] [LIST] [*]A recent winter storm in Texas and fire at a Renesas ([URL='https://seekingalpha.com/symbol/RNECF']OTCPK:RNECF[/URL],[URL='https://seekingalpha.com/symbol/RNECY']OTCPK:RNECY[/URL]) chip fab have left Q2 automotive output "as exposed" to the global chip quarter as Q1, according to [URL='https://www.bloomberg.com/news/articles/2021-03-31/chip-shortage-costs-carmakers-output-of-1-3-million-vehicles?sref=DWzi38c2']IHS Markit[/URL]. Semi supplies might not stabilize until Q4. [*]The shortage could cost automakers 1.3M production vehicles during the second quarter. [*]Early last month, IHS Markit said the shortage could impact 672,000 light vehicle production units in Q1, and predicted that the chip shortage would[URL='https://seekingalpha.com/news/3657827-auto-chip-shortage-could-continue-until-third-quarter-ihs-markit'] stretch until Q3.[/URL] [*]Foundry giant TSMC ([URL='https://seekingalpha.com/symbol/TSM']TSM[/URL] +1.9%) and semiconductor equipment makers Lam Research ([URL='https://seekingalpha.com/symbol/LRCX']LRCX[/URL] +3.6%), Applied Materials ([URL='https://seekingalpha.com/symbol/AMAT']AMAT[/URL] +4.4%), and KLA ([URL='https://seekingalpha.com/symbol/KLAC']KLAC[/URL] +3.4%) are all trading up. Lam reports earnings after the bell today. [*]Auto chip supplier stocks in the green include Texas Instruments ([URL='https://seekingalpha.com/symbol/TXN']TXN[/URL] +1.2%), ON Semi ([URL='https://seekingalpha.com/symbol/ON']ON[/URL] +2.7%), and STMicroelectronics ([URL='https://seekingalpha.com/symbol/STM']STM[/URL] +2.2%). [*]Yesterday, Renesas said it would likely take up to three months to return to pre-fire production levels at the affected fab. [*]Samsung's foundry said its operations in Austin, which were paused last month during a weather-related power outage, have returned to nearly normal levels. [/LIST] [/QUOTE]
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SVTPerformance's Chain of Restaurants
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Frying Pan Into the Fire -- Chip Shortage
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