The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.

Barrons2021-08-23

Semiconductors might be the new oil—and that could make the 2020s the new 1970s. Back then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. ...

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Comments

来人
2021-08-24
来人
Up up up
Jacqueslim
2021-08-23
Jacqueslim
Ok
KYHBKO
2021-08-23
KYHBKO
let us monitor the other parts of the supply chain too. getting the chips is only the first part.
- Jacqueslim:
  ok
plain_paper
2021-08-23
plain_paper
I don't see the rush to buy $tsm$ though. A bit disappointing.
- plain_paper:
  I guess the story will fall apart if China companies are allowed to buy tsm chips again. at this stage I am happy with 10%
- DJBoy:
  Agreed
- Syin23:
  So bullish, maybe got vested interest. LOL
- sunshine138:
  33% tsm upside..... The writer serious?
DenisL
2021-08-23
DenisL
NVDA, let’s go?
- DJBoy:
  To the mooon
HENRYCSC
2021-08-23
HENRYCSC
?

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What It Means for Stocks and the Economy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. ...</p>\n\n<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CVX","symbol_name":"雪佛龙","start_time":0,"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1","article_id":"1111103954","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1111103954","pubTimestamp":1629675616,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the worl","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"CVX":"雪佛龙","MU":"美光科技","AMD":"美国超微公司","XOM":"埃克森美孚","TSM":"台积电","INTC":"英特尔"},"translate_title":"芯片短缺看起来像20世纪70年代的石油短缺。对股票和经济意味着什么。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":0.9,"CVX":0.9,"INTC":0.9,"MU":0.9,"TSM":0.9,"XOM":0.9},"content_text":"Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the world ran on oil—and any change in supply had a massive impact on demand. 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Some two-thirds of analysts covering the stock rate it Buy, and the average price target implies about a 33% upside.\nDon’t expect long lines outside RadioShack, but expect the chip shortage to be felt just the same.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":835741197,"gmtCreate":1629758868919,"gmtModify":1676530119576,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835741197","repostId":1111103954,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":835488035,"gmtCreate":1629731858827,"gmtModify":1676530116048,"author":{"id":"3579819379691301","authorId":"3579819379691301","name":"Jacqueslim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579819379691301","authorIdStr":"3579819379691301"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835488035","repostId":1111103954,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":835402402,"gmtCreate":1629729831806,"gmtModify":1676530115105,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","vip":2,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"htmlText":"let us monitor the other parts of the supply chain too. getting the chips is only the first part.&nbsp;","listText":"let us monitor the other parts of the supply chain too. getting the chips is only the first part.&nbsp;","text":"let us monitor the other parts of the supply chain too. getting the chips is only the first part.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835402402","repostId":1111103954,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5623855,"gmtCreate":1629731867566,"gmtModify":1663232804847,"authorId":3579819379691301,"author":{"id":3579819379691301,"idStr":"3579819379691301","authorId":3579819379691301,"name":"Jacqueslim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":835402402,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":835221663,"gmtCreate":1629722102952,"gmtModify":1676530110994,"author":{"id":"3586898051180640","authorId":"3586898051180640","name":"plain_paper","avatar":"https://static.tigerbbs.com/c12c15cb7f5aae068da5dd6a62e59a75","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586898051180640","authorIdStr":"3586898051180640"},"htmlText":"I don't see the rush to buy $tsm$ though. A bit disappointing.","listText":"I don't see the rush to buy $tsm$ though. A bit disappointing.","text":"I don't see the rush to buy $tsm$ though. A bit disappointing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/835221663","repostId":1111103954,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5624765,"gmtCreate":1629739993286,"gmtModify":1663232808333,"authorId":3586898051180640,"author":{"id":3586898051180640,"idStr":"3586898051180640","authorId":3586898051180640,"name":"plain_paper","avatar":"https://static.tigerbbs.com/c12c15cb7f5aae068da5dd6a62e59a75","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":835221663,"type":1,"supId":5621948,"prevId":0,"content":"I guess the story will fall apart if China companies are allowed to buy tsm chips again.&nbsp; at this stage I am happy with 10%","text":"I guess the story will fall apart if China companies are allowed to buy tsm chips again.&nbsp; at this stage I am happy with 10%","html":"I guess the story will fall apart if China companies are allowed to buy tsm chips again.&nbsp; at this stage I am happy with 10%"},{"id":5622121,"gmtCreate":1629724187726,"gmtModify":1663232799743,"authorId":3578917676674127,"author":{"id":3578917676674127,"idStr":"3578917676674127","authorId":3578917676674127,"name":"DJBoy","avatar":"https://static.tigerbbs.com/e89ddb65fea14052b67a417c63273930","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.61%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":835221663,"type":1,"supId":0,"prevId":0,"content":"Agreed","text":"Agreed","html":"Agreed"},{"id":5622397,"gmtCreate":1629725682759,"gmtModify":1663232798447,"authorId":3566638874866921,"author":{"id":3566638874866921,"idStr":"3566638874866921","authorId":3566638874866921,"name":"Syin23","avatar":"https://static.tigerbbs.com/5fe07bbe04f288a17e760d8b275d427f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":835221663,"type":1,"supId":5621948,"prevId":0,"content":"So bullish, maybe got vested interest. <u>LOL</u>","text":"So bullish, maybe got vested interest. <u>LOL</u>","html":"So bullish, maybe got vested interest. <u>LOL</u>"},{"id":5621948,"gmtCreate":1629723170148,"gmtModify":1663232794668,"authorId":3586655655659820,"author":{"id":3586655655659820,"idStr":"3586655655659820","authorId":3586655655659820,"name":"sunshine138","avatar":"https://static.tigerbbs.com/23149c63a63bfeec1572cc27e1322750","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":835221663,"type":1,"supId":0,"prevId":0,"content":"33% tsm upside..... The writer serious?","text":"33% tsm upside..... The writer serious?","html":"33% tsm upside..... The writer serious?"}],"langContent":"EN"},{"id":835229561,"gmtCreate":1629722021853,"gmtModify":1676530110956,"author":{"id":"4088158505984320","authorId":"4088158505984320","name":"DenisL","avatar":"https://static.tigerbbs.com/0d13e043c2c38e5d7bfd53d016d5c6bf","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4088158505984320","authorIdStr":"4088158505984320"},"htmlText":"NVDA, let’s go?","listText":"NVDA, let’s go?","text":"NVDA, let’s go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835229561","repostId":1111103954,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5622118,"gmtCreate":1629724179453,"gmtModify":1663232797356,"authorId":3578917676674127,"author":{"id":3578917676674127,"idStr":"3578917676674127","authorId":3578917676674127,"name":"DJBoy","avatar":"https://static.tigerbbs.com/e89ddb65fea14052b67a417c63273930","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.61%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":835229561,"type":1,"supId":0,"prevId":0,"content":"To the mooon","text":"To the mooon","html":"To the mooon"}],"langContent":"EN"},{"id":835261938,"gmtCreate":1629721401124,"gmtModify":1676530110762,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835261938","repostId":1111103954,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":286,"commentSize":66,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1111103954"}