Latest ideas and analyses related to semi shortage

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
F , GM

+35 pts



Barclays says #chipshortages could drive distribution model shifts that favor OEMs over suppliers

By cassie on Sept. 20, 2021, 2:39 p.m.
Tagged topics: electric vehicles , Barclays , semi shortage

Views: 97, Votes: 2, Responses: 0, Attachments: 2
F , FSR , GPI , PAG , SAH , APTV , CAR , QS

+38 pts



Morgan Stanley says vehicle supply may take a year or more to recover, expects 'messy' Q3

By cassie on Sept. 17, 2021, 12:19 p.m.
Tagged topics: electric vehicles , Morgan Stanley , semi shortage

Views: 110, Votes: 5, Responses: 0, Attachments: 2
STM , INTC , VSH

+36 pts



Morgan Stanley checks indicate Covid-related shutdowns in Malaysia is having greater impact on $INTC and $STM

By bbern3 on Sept. 15, 2021, 11:17 a.m.
Tagged topics: supply constrained , covid restrictions , Morgan Stanley , semiconductors , semi shortage

Views: 105, Votes: 3, Responses: 0, Attachments: 3
Semiconductors

+10 pts





By kyunbhai on Sept. 9, 2021, 11:08 a.m.
Tagged topics: gaming , deep dive , supply constrained , BMO , semi shortage , superpower competition , compute , Quantum Computing

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Semiconductors

+42 pts



BMO expects #semishortage to extend into 1H22, but says focus will shift to easing supply by year-end

By bbern3 on Sept. 9, 2021, 10:16 a.m.
Tagged topics: deep dive , supply constrained , BMO , semi shortage

Views: 153, Votes: 5, Responses: 1, Attachments: 2
NIO , LI

+10 pts





By khlifihussein on Sept. 4, 2021, 4:56 p.m.
Tagged topics: China , electric vehicles , semi shortage

Views: 3, Votes: 1, Responses: 0, Attachments: 0
LI , NIO

+35 pts



August data indicate $LI leads again while $NIO dragged down by semis

By cassie on Sept. 3, 2021, 11:44 a.m.
Tagged topics: China , electric vehicles , semi shortage

Views: 154, Votes: 2, Responses: 1, Attachments: 2
Autos

+32 pts



Deutsche lowers full year US auto sales estimate, says automakers struggling to replenish dealer inventories

By cassie on Sept. 2, 2021, 1:38 p.m.
Tagged topics: supply constrained , Deutsche Bank , strong demand , semi shortage

Views: 101, Votes: 2, Responses: 0, Attachments: 2
LI

+32 pts



$LI beat on 2021 Li One launch, but #chipshortage remains the biggest bottleneck with no visibility to improvement

By cassie on Aug. 31, 2021, 11:12 a.m.
Tagged topics: China , electric vehicles , supply constrained , Deutsche Bank , Needham , semi shortage

Views: 77, Votes: 2, Responses: 0, Attachments: 4
AVGO

+32 pts



$AVGO - Oppenheimer see a beat and raise set up for Q3, and well positioned to secure supply in constrained semi environment

By rIsILAwr on Aug. 26, 2021, 11:25 p.m.
Tagged topics: earnings preview , Oppenheimer , semiconductors , semi shortage , upside to estimates

Views: 17, Votes: 2, Responses: 0, Attachments: 2