News Snapshot:
The global shortage of all kinds of semiconductor chips is not only ongoing, it appears to get worse. Average lead times (time elapsed from order placement till delivery) for the industry in aggregate have increased for a ninth consecutive month to a now daunting 21.7 weeks in September, according to Susquehanna Financial Group. Simultaneously, Taiwan is home to the one company that has become planet earth’s runaway leading semiconductor foundry. A lot of firms you know… Marvell Technology (MRVL) , Apple (AAPL) , Broadcom (AVGO) , and Advanced Micro Devices (AMD) , among many others, lean heavily upon Taiwan Semiconductor...
