If we can find availability of any of dozens of parts we are short, CEO orders are to buy out the inventory. Hoarding is a component of the shortage, and may b

If we can find availability of any of dozens of parts we are short, CEO orders are to buy out the inventory. Hoarding is a component of the shortage, and may be the both trigger and cause for extending the problem from months to years. Semi companies are buying new equipment at record levels, but even the equipment companies are thrashing to find chips to control their equipment. Analysts may want to keep an eye on balance sheet inventories at electronics manufacturers like Jabil, Flextronix, Fabrinet and their ilk to get an idea of the extent of hoarding in the market.