Semiconductors

Semiconductor shortage to increase prices in 2021

by Jonathan Custer

We are reposting our piece from November 1st where we speculated the long secular deflation in semiconductor prices may be over.  We got lucky and looks like we picked the bottom. But first this: A shortage in production capacity compared to demand in semiconductors is expected to increase their prices in 2021. Some companies have …

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U.S. Semi Production Hobbled By Labor Shortages

by Jonathan Custer

On May 15, the administration announced that Taiwan Semiconductor Manufacturing Co., plans to build a new $12 billion factory in Arizona.  In addition,  Intel is considering moving some production back to the U.S., and U.S. officials is also trying to convince Samsung to the States.   Call us skeptical as announcements are just that and we will …

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