~4.1%
With production already struggling to meet demand over the previous two years, the problem came to a head in 2020.
MarketWatch writes that normality is still a long way off. We believe semi companies are shipping 10% to 30% below current demand levels and it will take at least 3-4 quarters for supply to catch up with demand and then another 1-2 quarters for inventories at customers/distribution channels to be replenished back to normal levels, said Harlan Sur, an analyst with J.P. Morgan.
Susquehanna Financial analyst Christopher Rolland said chip shortages would worsen as we head into spring as economies open up following lockdown easing and continuing vaccine rollouts. Lead times the length of time between an order being placed and delivery are entering a danger zone of above 14 weeks, the longest they ve been since 2018.
ExtremeTech
Chip Demand Outstrips Supply by 30 Percent, Shortages Could Last a Year By Joel Hruska on February 24, 2021 at 10:06 am
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Last year, a lot of semiconductor companies promised they’d be exiting the current supply crunch by the end of Q1 2021. In January, we started hearing companies say they thought the shortages could last until the end of Q2. Now, analysts are predicting they could actually persist for the next year.
There’s supposedly a 30 percent gap between semiconductor demand and supply, at present. The big-picture view of the market, near as I can tell, looks something like this: First, the pandemic hit and certain customers, like automakers, slashed their chip orders to the bone, on the expectation that vehicle sales would not begin to recover until 2021.
A global shortage of semiconductors has pushed chip stocks to record highs, and analysts expect that chips will continue to be in short supply at least through the end of the year as COVID-19 pushes the world further into the digital realm and the industry struggles to keep up with demand.
The number of SPACs that file to go public continues to rise as we close out 2020. A uniquely named offering includes a management team of all women.
The SPAC: Queen’s Gambit Growth Capital is seeking to raise $225 million in an offering. The units will include one half of a warrant.
The SPAC. Read More.
Stifel, KBM win 15 awards in analyst awards in the U.S. 10:52 am, Dec. 17, 2020 ×
Stifel Financial Corp. has announced that its Stifel, Nicolaus & Company Inc. (Stifel) and Keefe, Bruyette & Woods (KBW) subsidiaries combined to win 15 awards in the Refinitiv StarMine Analyst Awards in the United States.
This figure ranked fifth out of 156 qualifying firms, marking Stifel/KBW’s 14th consecutive top 10 ranking. Stifel and KBW have combined to win the second most awards of any firm over the last 15 years.
A total of 1,761 individual analysts were considered for the rankings. Stifel analysts won 13 awards, with five analysts earning No. 1 rankings in their respective industries: Benjamin Nolan, Matthew Sheerin, Mark Astrachan, Scott Devitt and Simon Yarmak.