3 ms·
Or may see a shortage in capacitors, resistors, transistors....there will always be a weak link and for most it has been chips. If we shift towards an oversupp
by Zenst 5y ago
Or may see a shortage in capacitors, resistors, transistors....there will always be a weak link and for most it has been chips. If we shift towards an oversupply and we will as with such lead time to lets build a fab to lets use that fab, markets change momentum. SO you get growth, then shrink back to balance out supply, then some spike via some event or demand and the pulse of industry moves on.
What will be more interested in is how the supply chain changes and will we see a more cautious approach to just in time, offloading warehousing to suppliers or will we see a more granular balance. So that will be interesting going ahead and may well see initial oversupply delayed filling up those buffers.