richpinkie
2021-05-12
This means it's a good time to invest in semiconductors?
New Outbreaks Prompt Return to Restrictions in Taiwan, Semiconductor Stocks Fell Today<blockquote>新发疫情促使台湾恢复限制措施半导体股今日下跌</blockquote>
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Additionally, shifting consumer spending during the pandemic and rising tensions between the U.S. and China have disrupted the normal flow of chip production.</p><p><blockquote>去年，随着冠状病毒大流行在世界各地扎根，芯片制造受到供应链中断的打击，迫使工人封锁。此外，疫情期间消费者支出的转移以及中美之间紧张局势的加剧扰乱了芯片生产的正常流动。</blockquote></p><p>While chipmakers are trying to ramp up production to meet demand, some analysts have suggested that the chip shortage could last for a couple of years. It's unclear how severe an ongoing chip shortage could be, but investors are already feeling the pressure.</p><p><blockquote>虽然芯片制造商正试图提高产量以满足需求，但一些分析师表示，芯片短缺可能会持续几年。目前尚不清楚持续的芯片短缺会有多严重，但投资者已经感受到了压力。</blockquote></p><p><b>Qpinion: The global chip shortage could last until 2023</b></p><p><blockquote><b>Qpinion：全球芯片短缺可能持续到2023年</b></blockquote></p><p>Semiconductors will be in short supply for some time to come yet, according to analysts that monitor the industry.</p><p><blockquote>据监测该行业的分析师称，半导体在未来一段时间内将出现供应短缺。</blockquote></p><p>Today, chips are in everything from PlayStation 5s and toothbrushes to washing machines and alarm clocks. But there's not enough to go around — it's a multifaceted issue thatshows no signs of abating, leading some to call the current crisis \"chipageddon.\"</p><p><blockquote>如今，从PlayStation 5s和牙刷到洗衣机和闹钟，芯片无处不在。但解决办法还不够——这是一个多方面的问题，而且没有减弱的迹象，导致一些人将当前的危机称为“chipageddon”。</blockquote></p><p>Glenn O'Donnell, a vice president research director at advisory firm Forrester, believes the shortage could last until 2023.</p><p><blockquote>咨询公司Forrester的副总裁研究总监Glenn O’Donnell认为，短缺可能会持续到2023年。</blockquote></p><p>\"Because demand will remain high and supply will remain constrained, we expect this shortage to last through 2022 and into 2023,\" he wrote in ablog.</p><p><blockquote>他在ablog中写道：“由于需求仍将保持高位，而供应仍将受到限制，我们预计这种短缺将持续到2022年和2023年。”</blockquote></p><p>O'Donnell expects demand for PCs, which contain some of the most advanced chips, to \"soften a bit\" in the coming year but \"not a lot.\"</p><p><blockquote>奥唐纳预计，对包含一些最先进芯片的个人电脑的需求在未来一年将“有所疲软”，但“不会太多”。</blockquote></p><p>Meanwhile, he expects data centers, which are full of computer servers, to buy more chips in the next year after what he describes as a \"dismal 2020.\"</p><p><blockquote>与此同时，他预计，在经历了他所描述的“惨淡的2020年”之后，充满计算机服务器的数据中心将在明年购买更多芯片。</blockquote></p><p>\"Couple that with the unstoppable desire to instrument everything, along with continued growth in cloud computing and cryptocurrency mining, and we see nothing but boom times ahead for chip demand,\" said O'Donell.</p><p><blockquote>奥多内尔表示：“再加上对一切仪器化的不可阻挡的渴望，以及云计算和加密货币挖矿的持续增长，我们只看到芯片需求的繁荣时期。”</blockquote></p><p>Meanwhile, Patrick Armstrong, CIO of Plurimi Investment Managers, told CNBC's \"Street Signs Europe\" last week, that he thinks the chip shortage will last 18 months. \"It's not just autos. It's phones. It's the internet of everything. There's so many goods now that have many more chips than they ever did in the past,\" he said. \"They're all internet enabled.\"</p><p><blockquote>与此同时，Plurimi Investment Managers首席信息官帕特里克·阿姆斯特朗(Patrick Armstrong)上周向CNBC的“欧洲路标”节目表示，他认为芯片短缺将持续18个月。“不仅仅是汽车。还有手机。这是万物的互联网。现在有太多的商品比过去拥有更多的芯片，”他说。“它们都支持互联网。”</blockquote></p><p>The car industry has been affected by the global chip shortage more than any other sector.</p><p><blockquote>汽车行业受全球芯片短缺的影响比其他任何行业都大。</blockquote></p><p>The world's largest chip manufacturer, TSMC (Taiwan Semiconductor Manufacturing Company), said earlier this month that it thinks it will be able to catch up with automotive demand by June. Armstrong, however, believes that's ambitious.</p><p><blockquote>全球最大的芯片制造商台积电（台积电公司）本月早些时候表示，它认为到6月份将能够赶上汽车需求。然而，阿姆斯特朗认为这是雄心勃勃的。</blockquote></p><p>\"If you listen to Ford, BMW, Volkswagen, they all highlighted that there's bottlenecks in capacity and they can't get the chips they need to manufacture the new cars,\" he said.</p><p><blockquote>“如果你听听福特、宝马、大众的意见，他们都强调产能存在瓶颈，他们无法获得制造新车所需的芯片，”他说。</blockquote></p><p>Elsewhere, Gartner said on Wednesday that the shortage will persist throughout 2021, adding that the shortage impacts all chip types and that chip prices are rising.</p><p><blockquote>在其他方面，Gartner周三表示，短缺将持续到2021年，并补充说，短缺影响到所有芯片类型，芯片价格正在上涨。</blockquote></p><p>Gartner analyst Alan Priestley told CNBC Thursday that the situation may improve for some sectors in the next six months, but that there may be a \"knock-on effect\" into 2022.</p><p><blockquote>Gartner分析师Alan Priestley周四对CNBC表示，未来六个月某些行业的情况可能会有所改善，但可能会对2022年产生“连锁反应”。</blockquote></p><p>\"It shouldn't go longer,\" he said. \"The industry is putting more capacity in place, but it does take time.\"</p><p><blockquote>“应该不会再持续了，”他说。“该行业正在增加产能，但这确实需要时间。”</blockquote></p><p>Indeed, Intel,announced in Marchthat it plans to spend $20 billion on two new chip factories in Arizona. Intel has also said it could build a plant in Europe if it gets public funding.</p><p><blockquote>事实上，英特尔在3月份宣布计划斥资200亿美元在亚利桑那州新建两家芯片工厂。英特尔还表示，如果获得公共资金，它可能会在欧洲建厂。</blockquote></p><p>\"That stuff is going take two or three years before we start to see that,\" said Priestley. \"But that's really looking to meet future demand.\"</p><p><blockquote>普里斯特利说：“我们需要两三年的时间才能看到这一点。”“但这确实是为了满足未来的需求。”</blockquote></p><p></p><p>Meanwhile, the chief executive of German chipmaker Infineon said last Tuesday that the semiconductor industry is in unchartered territory.</p><p><blockquote>与此同时，德国芯片制造商英飞凌的首席执行官上周二表示，半导体行业正处于未知领域。</blockquote></p><p>Reinhard Ploss told CNBC's \"Street Signs Europe\" last week that it is \"very clear it will take time\" until supply and demand are rebalanced.</p><p><blockquote>赖因哈德·普洛斯(Reinhard Ploss)上周在CNBC的“欧洲路标”节目中表示，供需重新平衡“很明显需要时间”。</blockquote></p><p>\"I think two years is too long, but we will definitely see it reaching out to 2022,\" he said. \"I think additional capacity is going to come … I expect a more balanced situation in the next calendar year.\"</p><p><blockquote>“我认为两年太长了，但我们肯定会看到它延伸到2022年，”他说。“我认为额外的产能将会到来……我预计下一个日历年的情况会更加平衡。”</blockquote></p><p>Wenzhe Zhao, director of global economies and strategy at Credit Suisse, said in a note last Wednesday that the recent chip shortages have encouraged inventory hoarding along chip production chains, widening the gap between expanding demand and stagnant supply.</p><p><blockquote>瑞士信贷全球经济和战略主管赵文哲上周三在一份报告中表示，最近的芯片短缺鼓励了芯片生产链上的库存囤积，扩大了不断扩大的需求和停滞的供应之间的差距。</blockquote></p><p>Zhao said that new semiconductor production capacity won't come online until 2022 or later, adding that little can be done to address today's shortage besides adjusting order books, production schedules, and prices.</p><p><blockquote>赵表示，新的半导体产能要到2022年或更晚才会上线，并补充说，除了调整订单、生产计划和价格外，几乎无法解决目前的短缺问题。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew Outbreaks Prompt Return to Restrictions in Taiwan, Semiconductor Stocks Fell Today<blockquote>新发疫情促使台湾恢复限制措施半导体股今日下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-12 22:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(May 12) Semiconductor stocks fell, as Taiwan warns COVID alert level could rise.</p><p><blockquote>（5月12日）半导体股下跌，台湾警告COVID警戒级别可能上升。</blockquote></p><p>Taiwan reported its largest daily rise in domestic COVID-19 cases on Wednesday, while the stock market tanked after the health minister warned the island could move to a higher alert level, though he later clarified that step was not imminent.</p><p><blockquote>台湾周三报告了国内COVID-19病例的最大单日增幅，而在卫生部长警告台湾可能会进入更高的警戒级别后，股市暴跌，尽管他后来澄清这一步骤不会迫在眉睫。</blockquote></p><p>Early and effective prevention steps succeeded in shielding Taiwan from the worst of the pandemic, with just 1,231 infections reported so far.</p><p><blockquote>早期有效的预防措施成功地使台湾免受疫情最严重的影响，迄今为止仅报告了1,231例感染。</blockquote></p><p>But markets have been on edge since renewed domestic outbreaks began late last month, with 16 new domestic cases announced on Wednesday setting a record daily high.</p><p><blockquote>但自上月底国内疫情再次爆发以来，市场一直处于紧张状态，周三宣布新增16例国内病例，创下单日新高。</blockquote></p><p>Taiwan's benchmark stock index(.TWII)was down more than 8% at one point in a fall that accelerated as Health Minister Chen Shih-chung told parliament the alert level could be raised, potentially leading to strict new limits on gatherings and closure of non-essential businesses.</p><p><blockquote>台湾基准股指（。TWII）一度下跌超过8%，随着卫生部长陈时中告诉议会，警戒级别可能会提高，这可能导致对集会的严格新限制和非必要企业的关闭，跌势加速。</blockquote></p><p>Semiconductor stocks fell today.</p><p><blockquote>半导体股今天下跌。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7f22e71e408d72b8a37262d2c8deb5d2\" tg-width=\"920\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b0f4d34303f94c11eccc3320d2a77ec9\" tg-width=\"902\" tg-height=\"612\" referrerpolicy=\"no-referrer\">There's more demand for chips than there is supply right now, which has caused a chip shortage for everything from televisions to automobiles.</p><p><blockquote>目前对芯片的需求大于供应，这导致了从电视到汽车等各种产品的芯片短缺。</blockquote></p><p>Chip manufacturing took a hit from supply chain disruptions as the coronavirus pandemic took root around the world last year, forcing workers into lockdowns. Additionally, shifting consumer spending during the pandemic and rising tensions between the U.S. and China have disrupted the normal flow of chip production.</p><p><blockquote>去年，随着冠状病毒大流行在世界各地扎根，芯片制造受到供应链中断的打击，迫使工人封锁。此外，疫情期间消费者支出的转移以及中美之间紧张局势的加剧扰乱了芯片生产的正常流动。</blockquote></p><p>While chipmakers are trying to ramp up production to meet demand, some analysts have suggested that the chip shortage could last for a couple of years. It's unclear how severe an ongoing chip shortage could be, but investors are already feeling the pressure.</p><p><blockquote>虽然芯片制造商正试图提高产量以满足需求，但一些分析师表示，芯片短缺可能会持续几年。目前尚不清楚持续的芯片短缺会有多严重，但投资者已经感受到了压力。</blockquote></p><p><b>Qpinion: The global chip shortage could last until 2023</b></p><p><blockquote><b>Qpinion：全球芯片短缺可能持续到2023年</b></blockquote></p><p>Semiconductors will be in short supply for some time to come yet, according to analysts that monitor the industry.</p><p><blockquote>据监测该行业的分析师称，半导体在未来一段时间内将出现供应短缺。</blockquote></p><p>Today, chips are in everything from PlayStation 5s and toothbrushes to washing machines and alarm clocks. But there's not enough to go around — it's a multifaceted issue thatshows no signs of abating, leading some to call the current crisis \"chipageddon.\"</p><p><blockquote>如今，从PlayStation 5s和牙刷到洗衣机和闹钟，芯片无处不在。但解决办法还不够——这是一个多方面的问题，而且没有减弱的迹象，导致一些人将当前的危机称为“chipageddon”。</blockquote></p><p>Glenn O'Donnell, a vice president research director at advisory firm Forrester, believes the shortage could last until 2023.</p><p><blockquote>咨询公司Forrester的副总裁研究总监Glenn O’Donnell认为，短缺可能会持续到2023年。</blockquote></p><p>\"Because demand will remain high and supply will remain constrained, we expect this shortage to last through 2022 and into 2023,\" he wrote in ablog.</p><p><blockquote>他在ablog中写道：“由于需求仍将保持高位，而供应仍将受到限制，我们预计这种短缺将持续到2022年和2023年。”</blockquote></p><p>O'Donnell expects demand for PCs, which contain some of the most advanced chips, to \"soften a bit\" in the coming year but \"not a lot.\"</p><p><blockquote>奥唐纳预计，对包含一些最先进芯片的个人电脑的需求在未来一年将“有所疲软”，但“不会太多”。</blockquote></p><p>Meanwhile, he expects data centers, which are full of computer servers, to buy more chips in the next year after what he describes as a \"dismal 2020.\"</p><p><blockquote>与此同时，他预计，在经历了他所描述的“惨淡的2020年”之后，充满计算机服务器的数据中心将在明年购买更多芯片。</blockquote></p><p>\"Couple that with the unstoppable desire to instrument everything, along with continued growth in cloud computing and cryptocurrency mining, and we see nothing but boom times ahead for chip demand,\" said O'Donell.</p><p><blockquote>奥多内尔表示：“再加上对一切仪器化的不可阻挡的渴望，以及云计算和加密货币挖矿的持续增长，我们只看到芯片需求的繁荣时期。”</blockquote></p><p>Meanwhile, Patrick Armstrong, CIO of Plurimi Investment Managers, told CNBC's \"Street Signs Europe\" last week, that he thinks the chip shortage will last 18 months. \"It's not just autos. It's phones. It's the internet of everything. There's so many goods now that have many more chips than they ever did in the past,\" he said. \"They're all internet enabled.\"</p><p><blockquote>与此同时，Plurimi Investment Managers首席信息官帕特里克·阿姆斯特朗(Patrick Armstrong)上周向CNBC的“欧洲路标”节目表示，他认为芯片短缺将持续18个月。“不仅仅是汽车。还有手机。这是万物的互联网。现在有太多的商品比过去拥有更多的芯片，”他说。“它们都支持互联网。”</blockquote></p><p>The car industry has been affected by the global chip shortage more than any other sector.</p><p><blockquote>汽车行业受全球芯片短缺的影响比其他任何行业都大。</blockquote></p><p>The world's largest chip manufacturer, TSMC (Taiwan Semiconductor Manufacturing Company), said earlier this month that it thinks it will be able to catch up with automotive demand by June. Armstrong, however, believes that's ambitious.</p><p><blockquote>全球最大的芯片制造商台积电（台积电公司）本月早些时候表示，它认为到6月份将能够赶上汽车需求。然而，阿姆斯特朗认为这是雄心勃勃的。</blockquote></p><p>\"If you listen to Ford, BMW, Volkswagen, they all highlighted that there's bottlenecks in capacity and they can't get the chips they need to manufacture the new cars,\" he said.</p><p><blockquote>“如果你听听福特、宝马、大众的意见，他们都强调产能存在瓶颈，他们无法获得制造新车所需的芯片，”他说。</blockquote></p><p>Elsewhere, Gartner said on Wednesday that the shortage will persist throughout 2021, adding that the shortage impacts all chip types and that chip prices are rising.</p><p><blockquote>在其他方面，Gartner周三表示，短缺将持续到2021年，并补充说，短缺影响到所有芯片类型，芯片价格正在上涨。</blockquote></p><p>Gartner analyst Alan Priestley told CNBC Thursday that the situation may improve for some sectors in the next six months, but that there may be a \"knock-on effect\" into 2022.</p><p><blockquote>Gartner分析师Alan Priestley周四对CNBC表示，未来六个月某些行业的情况可能会有所改善，但可能会对2022年产生“连锁反应”。</blockquote></p><p>\"It shouldn't go longer,\" he said. \"The industry is putting more capacity in place, but it does take time.\"</p><p><blockquote>“应该不会再持续了，”他说。“该行业正在增加产能，但这确实需要时间。”</blockquote></p><p>Indeed, Intel,announced in Marchthat it plans to spend $20 billion on two new chip factories in Arizona. Intel has also said it could build a plant in Europe if it gets public funding.</p><p><blockquote>事实上，英特尔在3月份宣布计划斥资200亿美元在亚利桑那州新建两家芯片工厂。英特尔还表示，如果获得公共资金，它可能会在欧洲建厂。</blockquote></p><p>\"That stuff is going take two or three years before we start to see that,\" said Priestley. \"But that's really looking to meet future demand.\"</p><p><blockquote>普里斯特利说：“我们需要两三年的时间才能看到这一点。”“但这确实是为了满足未来的需求。”</blockquote></p><p></p><p>Meanwhile, the chief executive of German chipmaker Infineon said last Tuesday that the semiconductor industry is in unchartered territory.</p><p><blockquote>与此同时，德国芯片制造商英飞凌的首席执行官上周二表示，半导体行业正处于未知领域。</blockquote></p><p>Reinhard Ploss told CNBC's \"Street Signs Europe\" last week that it is \"very clear it will take time\" until supply and demand are rebalanced.</p><p><blockquote>赖因哈德·普洛斯(Reinhard Ploss)上周在CNBC的“欧洲路标”节目中表示，供需重新平衡“很明显需要时间”。</blockquote></p><p>\"I think two years is too long, but we will definitely see it reaching out to 2022,\" he said. \"I think additional capacity is going to come … I expect a more balanced situation in the next calendar year.\"</p><p><blockquote>“我认为两年太长了，但我们肯定会看到它延伸到2022年，”他说。“我认为额外的产能将会到来……我预计下一个日历年的情况会更加平衡。”</blockquote></p><p>Wenzhe Zhao, director of global economies and strategy at Credit Suisse, said in a note last Wednesday that the recent chip shortages have encouraged inventory hoarding along chip production chains, widening the gap between expanding demand and stagnant supply.</p><p><blockquote>瑞士信贷全球经济和战略主管赵文哲上周三在一份报告中表示，最近的芯片短缺鼓励了芯片生产链上的库存囤积，扩大了不断扩大的需求和停滞的供应之间的差距。</blockquote></p><p>Zhao said that new semiconductor production capacity won't come online until 2022 or later, adding that little can be done to address today's shortage besides adjusting order books, production schedules, and prices.</p><p><blockquote>赵表示，新的半导体产能要到2022年或更晚才会上线，并补充说，除了调整订单、生产计划和价格外，几乎无法解决目前的短缺问题。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","QCOM":"高通","TSM":"台积电","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175479098","content_text":"(May 12) Semiconductor stocks fell, as Taiwan warns COVID alert level could rise.Taiwan reported its largest daily rise in domestic COVID-19 cases on Wednesday, while the stock market tanked after the health minister warned the island could move to a higher alert level, though he later clarified that step was not imminent.Early and effective prevention steps succeeded in shielding Taiwan from the worst of the pandemic, with just 1,231 infections reported so far.But markets have been on edge since renewed domestic outbreaks began late last month, with 16 new domestic cases announced on Wednesday setting a record daily high.Taiwan's benchmark stock index(.TWII)was down more than 8% at one point in a fall that accelerated as Health Minister Chen Shih-chung told parliament the alert level could be raised, potentially leading to strict new limits on gatherings and closure of non-essential businesses.Semiconductor stocks fell today.There's more demand for chips than there is supply right now, which has caused a chip shortage for everything from televisions to automobiles.Chip manufacturing took a hit from supply chain disruptions as the coronavirus pandemic took root around the world last year, forcing workers into lockdowns. Additionally, shifting consumer spending during the pandemic and rising tensions between the U.S. and China have disrupted the normal flow of chip production.While chipmakers are trying to ramp up production to meet demand, some analysts have suggested that the chip shortage could last for a couple of years. It's unclear how severe an ongoing chip shortage could be, but investors are already feeling the pressure.Qpinion: The global chip shortage could last until 2023Semiconductors will be in short supply for some time to come yet, according to analysts that monitor the industry.Today, chips are in everything from PlayStation 5s and toothbrushes to washing machines and alarm clocks. But there's not enough to go around — it's a multifaceted issue thatshows no signs of abating, leading some to call the current crisis \"chipageddon.\"Glenn O'Donnell, a vice president research director at advisory firm Forrester, believes the shortage could last until 2023.\"Because demand will remain high and supply will remain constrained, we expect this shortage to last through 2022 and into 2023,\" he wrote in ablog.O'Donnell expects demand for PCs, which contain some of the most advanced chips, to \"soften a bit\" in the coming year but \"not a lot.\"Meanwhile, he expects data centers, which are full of computer servers, to buy more chips in the next year after what he describes as a \"dismal 2020.\"\"Couple that with the unstoppable desire to instrument everything, along with continued growth in cloud computing and cryptocurrency mining, and we see nothing but boom times ahead for chip demand,\" said O'Donell.Meanwhile, Patrick Armstrong, CIO of Plurimi Investment Managers, told CNBC's \"Street Signs Europe\" last week, that he thinks the chip shortage will last 18 months. \"It's not just autos. It's phones. It's the internet of everything. There's so many goods now that have many more chips than they ever did in the past,\" he said. \"They're all internet enabled.\"The car industry has been affected by the global chip shortage more than any other sector.The world's largest chip manufacturer, TSMC (Taiwan Semiconductor Manufacturing Company), said earlier this month that it thinks it will be able to catch up with automotive demand by June. Armstrong, however, believes that's ambitious.\"If you listen to Ford, BMW, Volkswagen, they all highlighted that there's bottlenecks in capacity and they can't get the chips they need to manufacture the new cars,\" he said.Elsewhere, Gartner said on Wednesday that the shortage will persist throughout 2021, adding that the shortage impacts all chip types and that chip prices are rising.Gartner analyst Alan Priestley told CNBC Thursday that the situation may improve for some sectors in the next six months, but that there may be a \"knock-on effect\" into 2022.\"It shouldn't go longer,\" he said. \"The industry is putting more capacity in place, but it does take time.\"Indeed, Intel,announced in Marchthat it plans to spend $20 billion on two new chip factories in Arizona. Intel has also said it could build a plant in Europe if it gets public funding.\"That stuff is going take two or three years before we start to see that,\" said Priestley. \"But that's really looking to meet future demand.\"Meanwhile, the chief executive of German chipmaker Infineon said last Tuesday that the semiconductor industry is in unchartered territory.Reinhard Ploss told CNBC's \"Street Signs Europe\" last week that it is \"very clear it will take time\" until supply and demand are rebalanced.\"I think two years is too long, but we will definitely see it reaching out to 2022,\" he said. \"I think additional capacity is going to come … I expect a more balanced situation in the next calendar year.\"Wenzhe Zhao, director of global economies and strategy at Credit Suisse, said in a note last Wednesday that the recent chip shortages have encouraged inventory hoarding along chip production chains, widening the gap between expanding demand and stagnant supply.Zhao said that new semiconductor production capacity won't come online until 2022 or later, adding that little can be done to address today's shortage besides adjusting order books, production schedules, and prices.","news_type":1,"symbols_score_info":{"TSM":0.9,"QCOM":0.9,"NVDA":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1703,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":47,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/191062397"}
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