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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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rffrydr Moderator


Joined: 30 Oct 2005 Posts: 16939 Location: Sunny California
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Posted: Tue Mar 22, 2011 8:03 am Post subject: |
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Our "marginal" supplier, Japan, has been suspended:
http://newenterprise.allthingsd.com/20110321/japans-quake-cuts-into-supplies-of-raw-materials-used-in-chips/
Morgan Stanley points out a fluke of recent tight capacity is heavy inventories:
| Quote: | | However, as Japan receives shipments of 15% of worldwide semiconductor production and manufacturers about 20% of total components required by OEMs to ship electronics, we estimate a potential EPS risk of up to 5-10% for semiconductor companies in 2011 due to the recent Japan tragedy. Inventories provide buffer: Japan supplies critical raw materials for the manufacturing (e.g., 50-60% of wafers) and packaging of semiconductors. However, our checks indicate 1-2 months of inventories of these materials. Furthermore, the recent capacity tightness has led the supply chain, including semiconductor companies, to build excess inventories. Consequently, we believe the long-term risk is limited as inventories give the supply chain time to find alternative sources, or local suppliers time to restart or shift production. In the intermediate term, we believe that there is risk for some wafer tightness. |
_________________ Today is the Tomorrow you worried about Yesterday! |
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HenryTo Site Admin


Joined: 06 Aug 2004 Posts: 11742 Location: Los Angeles, California
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