Global Chip Shortage May Last Through Into 2022: Bain & Co.

Jun.22 -- Anne Hoecker, a partner at Bain & Co., discusses the global shortage of semiconductors that has disrupted production of automobiles and consumer electronics. She speaks with Yvonne Man and Haslinda Amin on "Bloomberg Markets: Asia."

[thomas]

Actually automotive manufacturing wasn't the first industry to be hit. Look at graphics cards, you've not been able to buy one anywhere close to the RRP for 3+ years. I believe ASICs are similar.

[williamlouie]

Why suddenly there's a chips shortage? Sudden increase demand fell from the sky? Didn't see this coming?

[jung.k]

Just like Lumber that was supposed to last through into 2021
and Copper

[DandyFinance]

They have short supply, but with inflation concerns, they could increase prices to keep earnings elevated.

[TheFerrarimovement]

Sure there’s a chip shortage... or is it just inflation from massive debt to keep the stock market up

[innocentiuslacrim]

This industry needs continuous investment just to stay current. Process methodology becomes obsolete every few years. Intel's new investment announcements for example do not necessarily create a lot of more capacity as at the same time old capacity is scrapped due to being outdated.

[mrpmj]

___..Stocks for the next 5 years: Amazon, Apple, Facebook, Microsoft, Netflix.
Disney, Wells Fargo, Lowes, Nike for the recovery.
My family and friends use things from these companies every day so I know that these companies will continue to do well.


[benoutdoors]

Lol nope. They are in mass production