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.