Research
FORUM TRANSCRIPT

Forum Pulse: Semiconductor Shortage 2022 Update – Lead Times, Inventories & Pricing

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

VP at Digi-Key Corp (Digi-Key Electronics)

Agenda

  • Storage easing expectations
  • Lead time trends and inventory levels
  • Pricing evolution and the impact of inflation
  • Impact of Russia-Ukraine conflict, China’s lockdown cycles and potential economic downturn on supply-demand dynamics
  • Capacity utilisation and expansion trends and the impact of new capacity investments from key manufacturers such as Samsung (KRX: 005930), Intel (NASDAQ: INTC), TSMC (TWSE: 2330) and others

Questions

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