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TSMC Lifts Targets After Warning Chip Crunch May Hit 2022 Bloomberg 2 hrs ago Debby Wu (Bloomberg) Taiwan Semiconductor Manufacturing Co. warned that a global shortage of semiconductors across industries from automaking to consumer electronics may extend into 2022, prompting the linchpin chipmaker to lift targets on spending and growth for this year. Popular Searches The world’s largest contract chipmaker said Thursday that its auto industry clients can expect chip shortages to begin easing next quarter, alleviating some of the supply disruptions that have forced the likes of General Motors Co. and Ford Motor Co. to curtail production. But overall deficits of critical semiconductors will last throughout 2021 and potentially into next year, Chief Executive Officer C.C. Wei told analysts on a conference call. ....
TSMC Lifts Targets After Warning Chip Crunch May Spill Into 2022 Bloomberg 4 hrs ago Debby Wu (Bloomberg) Taiwan Semiconductor Manufacturing Co. warned that a global shortage of semiconductors across industries from automaking to consumer electronics may extend into 2022, prompting the linchpin chipmaker to lift targets on spending and growth for this year. Popular Searches The world’s largest contract chipmaker said Thursday that its auto industry clients can expect chip shortages to begin easing next quarter, alleviating some of the supply disruptions that have forced the likes of General Motors Co. and Ford Motor Co. to curtail production. But overall deficits of critical semiconductors will last throughout 2021 and potentially into next year, Chief Executive Officer C.C. Wei told analysts on a conference call. ....
Patient readers, more soon. –lambert Bird Song of the Day At reader request, Birds of Australia. A duet.
#COVID19 At reader request, I’ve added this daily chart from 91-DIVOC. The data is the Johns Hopkins CSSE data. Here is the site. I feel I’m engaging in a macabre form of tape-watching. A little dip, hopefully supply not demand. • Early in February, I said a simple way to compare Biden’s performance to Trump’s on vaccination would be to compare the curves. If Biden accelerated vaccine administration, the rate of vaccination post-Inaugural would kink upward, as the policies of a more effective administration took hold. They have not. The fragmented, Federalized, and profit-driven lumbering monstrosity that we laughingly call our “health care” “system” has not responded to “energy in the executive,” but has continued on its inertial path, albeit in an upward direction. ....