This isn't news. This is history. I'm guessing Tyler Durden isn't a computer buff.ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zerowww.zerohedge.com
No. This is Tyler saying there is massive price increases coming down the line. The inflation from all the money printing and supply chain interruptions due to lock downs is beginning to make itself felt. What is coming will make what's happened up to now seem small in comparison.This isn't news. This is history. I'm guessing Tyler Durden isn't a computer buff.
Apparently you think that supply and demand work in a vacuum.It's simple supply and demand. You know- capitalism.
Of course they don't. But there isn't anything nefarious about what is happening with semiconductors today. Just errors in projecting needs, along with (recently) some plant failures.Apparently you think that supply and demand work in a vacuum.
Lockdowns have very little to do with it.No. This is Tyler saying there is massive price increases coming down the line. The inflation from all the money printing and supply chain interruptions due to lock downs is beginning to make itself felt. What is coming will make what's happened up to now seem small in comparison.
No one said there was something nefarious going on.Of course they don't. But there isn't anything nefarious about what is happening with semiconductors today. Just errors in projecting needs, along with (recently) some plant failures.
Really? Look at manufacturing shortages throughout multiple industries and tell me lockdowns had nothing to do with it.Lockdowns have very little to do with it.
Mining has become huge again and that is slamming everything excepts SSDs which you can get for a song. That and the Xbox and Playstation launches haven't helped. Car manufacturers are having problems because they were stupid and never bothered to invest in chip manufacture -they stopped their orders during lull in car sales and now they are at the back of the line.
No one said there was something nefarious going on.
- “Things are now out of control. Everything is a mess, and we are seeing wide-scale shortages.” (Electrical Equipment, Appliances & Components)
- “Supply chains are depleted; inventories up and down the supply chain are empty. Lead times increasing, prices increasing, [and] demand increasing. Deep freeze in the Gulf Coast expected to extend duration of shortages.” (Chemical Products)
- “The coronavirus [COVID-19] pandemic is affecting us in terms of getting material to build from local and our overseas third- and fourth-tier suppliers. Suppliers are complaining of [a lack of] available resources [people] for manufacturing, creating major delivery issues.” (Computer & Electronic Products)
- “We have seen our new-order log increase by 40 percent over the last two months. We are overloaded with orders and do not have the personnel to get product out the door on schedule.” (Primary Metals)
- “A sense of urgency is being felt regarding new orders. Customers are giving an impression that a presence of stability is forthcoming and order flow is increasing.” (Textile Mills)
- “Prices are rising so rapidly that many are wondering if [the situation] is sustainable. Shortages have the industry concerned for supply going forward, at least deep into the second quarter.” (Wood Products)
- “We have experienced a higher rate of delinquent shipments from our ingredient suppliers in the last month. We are still struggling keeping our production lines fully manned. We anticipate a fast and large order surge in the food-service sector as restaurants open back up.” (Food, Beverage & Tobacco Products)
- “Steel prices have increased significantly in recent months, driving costs up from our suppliers and on proposals for new work that we are bidding. In addition, the tariffs and anti-dumping fees/penalties incurred by international mills/suppliers are being passed on to us.” (Transportation Equipment)
As usual you are demonstrating your reading comprehension problems.Electronic chips mostly come from Asian countries, like Taiwan, Korea and China, which have not been affected by Covid that badly, and have not had many lockdowns (China did at first, but that was months ago). Maybe you can try to blame it on masks instead?
“The coronavirus [COVID-19] pandemic is affecting us in terms of getting material to build from local and our overseas third- and fourth-tier suppliers. Suppliers are complaining of [a lack of] available resources [people] for manufacturing, creating major delivery issues.” (Computer & Electronic Products)
I happen to work in the semiconductor industry.As usual you are demonstrating your reading comprehension problems.
Yeah, that's just me saying this. No one else. The computer and electronics industry doesn't know what's going on inside its own industry. They don't have a clue. Only you and Hiltrot know what's happening inside that industry. Yeah, I mean who could ever think that lock downs would have anything to do with lack of available people to work in those suppliers. ****rolls eyes****
You know what? I don't believe you. You have lied so often here you have zero credibility with me.I happen to work in the semiconductor industry.
Fine. As you like. I'm on the technical side in that industry.You know what? I don't believe you. You have lied so often here you have zero credibility with me.
Electronic chips mostly come from Asian countries, like Taiwan, Korea and China, which have not been affected by Covid that badly, and have not had many lockdowns (China did at first, but that was months ago). Maybe you can try to blame it on masks instead?
As usual you are demonstrating your reading comprehension problems.
Yeah, that's just me saying this. No one else. The computer and electronics industry doesn't know what's going on inside its own industry. They don't have a clue. Only you and Hiltrot know what's happening inside that industry. Yeah, I mean who could ever think that lock downs would have anything to do with lack of available people to work in those suppliers. ****rolls eyes****
It's high demand, along with poor projections (in the case of the automobile industry).I recommend you watch the video above that I posted. Currently, the issue isn't a "lack of supply," it's "extremely high demand."