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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: 16653626" data-attributes="member: 137766"><p>Empty car lots might be around for a while.</p><p></p><p></p><p><a href="https://seekingalpha.com/news/3728940-evidence-gathers-of-extended-chip-shortage-with-lead-times-up-in-july" target="_blank">Evidence gathers of extended chip shortage with lead times up in July</a></p><ul> <li data-xf-list-type="ul">The gap between ordering semiconductors and receiving that order increased more than a week in July due to ongoing supply chain constraints, according to Susquehanna data.</li> <li data-xf-list-type="ul">Chip lead times in June were already at the longest levels in the four years Susquehanna has tracked the data before increasing over eight more days to<a href="https://www.bloomberg.com/technology?sref=DWzi38c2" target="_blank"> 20.2 weeks last month. </a></li> <li data-xf-list-type="ul">Lead times for microcontrollers commonly used in automotive and industrial applications reached 26.5 weeks compared to the historical average of 6 to 9 weeks. Auto chip stocks include NXP Semiconductors (<a href="https://seekingalpha.com/symbol/NXPI" target="_blank">NXPI</a> -0.9%), ON Semi (<a href="https://seekingalpha.com/symbol/ON" target="_blank">ON</a> -0.5%) and STMicroelectronics (<a href="https://seekingalpha.com/symbol/STM" target="_blank">STM</a> -0.3%) and most of the industry has a dependence on foundry giant TSMC (<a href="https://seekingalpha.com/symbol/TSM" target="_blank">TSM</a> -0.3%).</li> <li data-xf-list-type="ul">Power management chips, semiconductors most closely associated with smartphones, swam upstream and decreased lead times during the period.</li> <li data-xf-list-type="ul">The continuing supply chain constraints started when the pandemic swiftly shifted demand, sending consumer electronics like game consoles and notebooks to new heights while automotive sales plummeted. Automakers cut semiconductor orders to save money and the foundries making the chips gave that capacity to other customers. When the auto industry recovered faster than expected, automakers couldn't quickly regain foundry space.</li> <li data-xf-list-type="ul">The shortage was worsened by weather-related power outages at chipmakers Samsung, Infineon and NXP Semiconductors and a facility fire at Japanese auto chip giant Renesas.</li> <li data-xf-list-type="ul">Chip shortages spread out to the consumer electronics space. During the recent earnings report, Apple CEO Tim Cook warned component shortages would impact iPhone sales in the current quarter.</li> <li data-xf-list-type="ul">Intel Chief Executive Pat Gelsinger has warned that the chip shortage would get worse in the second half of 2021 and that supplies won't normalize for <a href="https://seekingalpha.com/news/3722558-chip-shortage-spreads-to-hit-tech-earnings-outlooks" target="_blank">another year or two. </a></li> <li data-xf-list-type="ul">Yesterday, the chief financial officer of foundry giant Micron said the company would leave the current quarter with <a href="https://seekingalpha.com/news/3728375-micron-cfo-discusses-continuing-supply-chain-shortages-as-semi-stocks-pull-back" target="_blank">historically low days of inventory. </a></li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16653626, member: 137766"] Empty car lots might be around for a while. [URL='https://seekingalpha.com/news/3728940-evidence-gathers-of-extended-chip-shortage-with-lead-times-up-in-july']Evidence gathers of extended chip shortage with lead times up in July[/URL] [LIST] [*]The gap between ordering semiconductors and receiving that order increased more than a week in July due to ongoing supply chain constraints, according to Susquehanna data. [*]Chip lead times in June were already at the longest levels in the four years Susquehanna has tracked the data before increasing over eight more days to[URL='https://www.bloomberg.com/technology?sref=DWzi38c2'] 20.2 weeks last month. [/URL] [*]Lead times for microcontrollers commonly used in automotive and industrial applications reached 26.5 weeks compared to the historical average of 6 to 9 weeks. Auto chip stocks include NXP Semiconductors ([URL='https://seekingalpha.com/symbol/NXPI']NXPI[/URL] -0.9%), ON Semi ([URL='https://seekingalpha.com/symbol/ON']ON[/URL] -0.5%) and STMicroelectronics ([URL='https://seekingalpha.com/symbol/STM']STM[/URL] -0.3%) and most of the industry has a dependence on foundry giant TSMC ([URL='https://seekingalpha.com/symbol/TSM']TSM[/URL] -0.3%). [*]Power management chips, semiconductors most closely associated with smartphones, swam upstream and decreased lead times during the period. [*]The continuing supply chain constraints started when the pandemic swiftly shifted demand, sending consumer electronics like game consoles and notebooks to new heights while automotive sales plummeted. Automakers cut semiconductor orders to save money and the foundries making the chips gave that capacity to other customers. When the auto industry recovered faster than expected, automakers couldn't quickly regain foundry space. [*]The shortage was worsened by weather-related power outages at chipmakers Samsung, Infineon and NXP Semiconductors and a facility fire at Japanese auto chip giant Renesas. [*]Chip shortages spread out to the consumer electronics space. During the recent earnings report, Apple CEO Tim Cook warned component shortages would impact iPhone sales in the current quarter. [*]Intel Chief Executive Pat Gelsinger has warned that the chip shortage would get worse in the second half of 2021 and that supplies won't normalize for [URL='https://seekingalpha.com/news/3722558-chip-shortage-spreads-to-hit-tech-earnings-outlooks']another year or two. [/URL] [*]Yesterday, the chief financial officer of foundry giant Micron said the company would leave the current quarter with [URL='https://seekingalpha.com/news/3728375-micron-cfo-discusses-continuing-supply-chain-shortages-as-semi-stocks-pull-back']historically low days of inventory. [/URL] [/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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