Shanghai Lockdowns ‘Big Risk Factor’ in Near-Term Chips Supply: Report
Global chip shortages are likely to ease “significantly” in 2022's second half, as demand-supply gaps “decrease across most components,” reported Counterpoint Research Wednesday. The demand-supply gaps have been “shrinking” since late 2021, “signaling an approaching end to supply tightness across…
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the broader ecosystem,” it said. The company suggests 2022's first half will include “downward shipment revisions, largely due to increasing inventory in the channel and a slowdown in consumer PC momentum.” The “big risk factor” will be the COVID-19 lockdowns across China now, especially in and around Shanghai, it said.