2021年11月8日 星期一

Strategies for shortages

Requiring up-front contributions to capex and uncancellable orders are two strategies adopted by the semiconductor industry during the current shortages. UMC asked customers for the $3.5 billion cost of a new fab. GloFo and NXP came up with the concept of orders which could not be cancelled. Microchip, where orders are 50% more than it ...

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