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Re:TSMC sees chip shortage lasting into 2022 by WrtCdEvrydy on Thursday April 15, 2021 @03:06PM (#26824840)
Just-in-time manufacturing is pre-medidated on the idea that whatever you need is available immediately for a fair price.

I think we'll see some of this in the future where a company's only purpose may be to hedge on bets on what will be unavailable in the near future for "a fair price"

Re:TSMC sees chip shortage lasting into 2022 by jaggederest on Thursday April 15, 2021 @08:02PM (#26827687)
A "market-maker", in the form of a financial firm that just skims pennies off, but for chip supply, instead of other financial instruments :)
Re:TSMC sees chip shortage lasting into 2022 by WrtCdEvrydy on Thursday April 15, 2021 @11:37PM (#26829148)
I wouldn't be surprised if it ends up being like buying power "in bulk" where you pay a little more but there's a guarantee that when "the chips are down" (sorry, couldn't resist), the company will eat the difference.

I do think the market won't use these suppliers a lot just like the US-made masks which got millions of orders but only after china stopped sending stuff.