How will 'chipageddon' affect you?

Re:How will 'chipageddon' affect you? by swordsmith on Saturday February 06, 2021 @02:13AM (#26044775)

Apparently there is a big shortage for ABF (Ajinomoto build-up film) substrate, which is big part of PCB manufacturing (see for example https://www.hardwaretimes.com/ps5-supply-to-be-affected-by-a..., https://www.digitimes.com/news/a20201214PD202.html).

Big suppliers of ABF substrate includes multiple companies from Taiwan Unimicron, Kinsus Interconnect, and Nan Ya PCB, which all trade in the Taiwan stock market.

I considered investing in those companies...but seems like only Nan Ya has been showing an upward trend. Perhaps we are still early?

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Re:How will 'chipageddon' affect you? by wruza on Saturday February 06, 2021 @03:43AM (#26045206)

Do second-order manufacturers ever profit from situations like this? All margins seem to go to final product makers, not to a whole chain.

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Re:How will 'chipageddon' affect you? by pastrami_panda on Saturday February 06, 2021 @03:06PM (#26049457)

I can't answer broadly or about profit specially - but the stocks of all big wafer producers have risen sharply since fall 2020, something to the tune of 30% or more in a couple of months.

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