The Chip-Shortage Recovery Will Be Rocky, as Apple Can Attest

Bloomberg2021-07-29

(Bloomberg) -- The great computer-chip shortage of 2021, a cloud hanging over companies ranging from Tesla Inc. to McDonald’s Corp., is showing signs of easing. But not for everyone. While chipmakers ...

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Comment（11）

Kencom
·2021-07-29
It will not get any betterment of the consumer whereby semiconductors operating cost will go up. If the additional cost is pass on to the consumers; product will be expensive. If they absorb, profit will fall.
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Rayn2802
·2021-07-29
oh my
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1
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Benlaps
·2021-07-29
Bad time
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1
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Benlaps
·2021-07-29
Very uncertain
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Robinshk
·2021-07-29
Like and comment
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2
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Tailwind
·2021-07-29
Ok
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1
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- Robinshk:
  Hi
  2021-07-29
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SSVC
·2021-07-29
Yes Appreciate your comments and response Thanks
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3
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- Nicholwong:
  ???
  2021-07-30
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- SSVC:
  [Strong][ShakeHands]
  2021-07-30
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- Nicholwong:
  Nice
  2021-07-29
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All in Tesla
·2021-07-29
Chip makers will expand production to make more profits so time will resolve this issue
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- ys2:
  ??
  2021-07-29
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glorify
·2021-07-29
Hopefully,apple ? can sought out other ways to maintain well & without affect growth.
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- limyt:
  我也相信它的潜能。加油
  2021-07-29
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- All in Tesla:
  Yup, innovation
  2021-07-29
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TG_Monster
·2021-07-29
Applewee
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5
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haoren
·2021-07-29
Oh no
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But not for everyone.\nWhile chipmakers ...</p>\n\n<a href=\"https://finance.yahoo.com/news/chip-shortage-recovery-rocky-apple-235846980.html\">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":"AMD","symbol_name":"美国超微公司","start_time":0,"source_url":"https://finance.yahoo.com/news/chip-shortage-recovery-rocky-apple-235846980.html","article_id":"2155197130","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2155197130","pubTimestamp":1627521046,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"(Bloomberg) -- The great computer-chip shortage of 2021, a cloud hanging over companies ranging from","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电","F":"福特汽车","AAPL":"苹果","MSFT":"微软","MCD":"麦当劳","INTC":"英特尔","QCOM":"高通","TSLA":"特斯拉"},"translate_title":"正如苹果所证明的那样，芯片短缺的复苏将是艰难的","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"AMD":0.9,"F":0.6,"INTC":0.6,"MCD":0.6,"MSFT":0.6,"QCOM":0.6,"TSLA":0.6,"TSM":0.6},"content_text":"(Bloomberg) -- The great computer-chip shortage of 2021, a cloud hanging over companies ranging from Tesla Inc. to McDonald’s Corp., is showing signs of easing. But not for everyone.\nWhile chipmakers such as Qualcomm Inc. and Advanced Micro Devices Inc. struck an optimistic tone this week, certain products will remain scarce for some time to come. That’s left companies like Apple Inc. in a bind: Even with some supplies of semiconductors getting closer to normal, they still lack the components needed to complete their complex tech devices.\nOn Tuesday, Apple said that shortages will contribute to a lower rate of growth this quarter and get worse. And there’s an ironic wrinkle: The iPhone maker expects to get enough of the more advanced chips that the company needs. It’s the simpler ones -- made with so-called legacy-node manufacturing -- that will be tougher to come by.\nIt’s been “difficult to get the entire set of parts,” Chief Executive Officer Tim Cook said during a conference call. “The legacy nodes are where those supply constraints have been.”\nThe problem boils down to this: Even the most advanced Apple M1 processor can’t work alone. Modern devices are dependent on myriad different parts, some costing just cents. Shortages of components as mundane as a power regulator can bring production of thousand-dollar item to a halt.\nA lack of parts also is hurting the availability of Microsoft Corp.’s Surface computers and slowing PC market growth in general, that company said. Tesla CEO Elon Musk said that computer-chip shortages will cap the automaker’s growth rate for the rest of the year.\nAgainst that backdrop, there was still plenty of good news this week.\nThough it’s been rocked by the chip shortage, Ford Motor Co. said Wednesday that higher car prices have helped offset the sales lost because of the shortfalls. Qualcomm, the biggest maker of smartphone chips, predicted a “material improvement in supply by the end of the year.”\nAMD also gave an upbeat forecast, suggesting that it’s going to win market share from Intel Corp. in server chips. But CEO Lisa Su warned that there would be “pockets of component shortages” afflicting personal computers.\nApple is facing the situation from multiple angles. It’s one of the largest consumers of semiconductors in general, and its in-house design efforts have made it one of the biggest chip designers in the world. Shortages have affected the company’s Mac computers and the iPad, Apple said this week.The company’s advanced processors -- the ones it’s having an easier time getting -- are made by Taiwan Semiconductor Manufacturing Co. AMD also uses that company to produce chips, and its 99% gain in revenue last quarter underscored that it has a reliable source of supplies.\n“We do see some level of constraints, but we are making progress each quarter,” AMD’s Su said.\nA lingering problem is chipmakers have much less incentive to invest in the production of simpler types of semiconductors. Such products fetch low prices, and they’re made using aging equipment.\nAnd even if the companies decide to spend more on production, building and equipping a plant can take years.\nFor customers, this frustrating scenario isn’t going away soon. Tesla’s Musk said this week that a variety of chips have bedeviled the company by becoming the “slowest part in our supply chain.”\n“The chip supply is fundamentally the governing factor on our output,” he said.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":801764545,"gmtCreate":1627536115687,"gmtModify":1703491906996,"author":{"id":"4088748055325860","authorId":"4088748055325860","name":"Kencom","avatar":"https://community-static.tradeup.com/news/bcaa9548fb78e0409a2827c590935dab","vip":1,"crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4088748055325860","idStr":"4088748055325860"},"htmlText":"It will not get any betterment of the consumer whereby semiconductors operating cost will go up. If the additional cost is pass on to the consumers; product will be expensive. If they absorb, profit will fall.","listText":"It will not get any betterment of the consumer whereby semiconductors operating cost will go up. If the additional cost is pass on to the consumers; product will be expensive. If they absorb, profit will fall.","text":"It will not get any betterment of the consumer whereby semiconductors operating cost will go up. If the additional cost is pass on to the consumers; product will be expensive. If they absorb, profit will fall.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801764545","repostId":2155197130,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":801542504,"gmtCreate":1627524955308,"gmtModify":1703491659051,"author":{"id":"3553568424587861","authorId":"3553568424587861","name":"Rayn2802","avatar":"https://static.tigerbbs.com/34d6faa2257b38173d67ef87c4ece618","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3553568424587861","idStr":"3553568424587861"},"htmlText":"oh my","listText":"oh my","text":"oh my","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801542504","repostId":2155197130,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":801524263,"gmtCreate":1627524065852,"gmtModify":1703491633470,"author":{"id":"3580355822639703","authorId":"3580355822639703","name":"Benlaps","avatar":"https://static.tigerbbs.com/a879f9c3b6b6e26df283d14b87c41852","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3580355822639703","idStr":"3580355822639703"},"htmlText":"Bad time","listText":"Bad time","text":"Bad time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801524263","repostId":2155197130,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":801524368,"gmtCreate":1627524041454,"gmtModify":1703491632820,"author":{"id":"3580355822639703","authorId":"3580355822639703","name":"Benlaps","avatar":"https://static.tigerbbs.com/a879f9c3b6b6e26df283d14b87c41852","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3580355822639703","idStr":"3580355822639703"},"htmlText":"Very uncertain&nbsp;","listText":"Very uncertain&nbsp;","text":"Very uncertain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801524368","repostId":2155197130,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":801564952,"gmtCreate":1627523652476,"gmtModify":1703491619698,"author":{"id":"3583719339427406","authorId":"3583719339427406","name":"Robinshk","avatar":"https://static.tigerbbs.com/c1089a1858cf641f8680d8015659c00d","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583719339427406","idStr":"3583719339427406"},"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801564952","repostId":2155197130,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":801587326,"gmtCreate":1627523198665,"gmtModify":1703491607982,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801587326","repostId":2155197130,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5364414,"gmtCreate":1627523631172,"gmtModify":1663231651352,"authorId":3583719339427406,"author":{"id":3583719339427406,"idStr":"3583719339427406","authorId":3583719339427406,"name":"Robinshk","avatar":"https://static.tigerbbs.com/c1089a1858cf641f8680d8015659c00d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":801587326,"type":1,"supId":0,"prevId":0,"content":"Hi","text":"Hi","html":"Hi"}],"langContent":"EN"},{"id":801589884,"gmtCreate":1627522925348,"gmtModify":1703491596488,"author":{"id":"3574906731000207","authorId":"3574906731000207","name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3574906731000207","idStr":"3574906731000207"},"htmlText":"Yes Appreciate your comments and response Thanks&nbsp;","listText":"Yes Appreciate your comments and response Thanks&nbsp;","text":"Yes Appreciate your comments and response Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/801589884","repostId":2155197130,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5375298,"gmtCreate":1627611045455,"gmtModify":1663231698641,"authorId":3572096066148633,"author":{"id":3572096066148633,"idStr":"3572096066148633","authorId":3572096066148633,"name":"Nicholwong","avatar":"https://static.tigerbbs.com/ce088d172d04c6a0fc4c339c8d803ceb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":801589884,"type":1,"supId":5364274,"prevId":0,"content":"???","text":"???","html":"???"},{"id":5375273,"gmtCreate":1627610928676,"gmtModify":1663231698237,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":801589884,"type":1,"supId":5364274,"prevId":0,"content":"[Strong][ShakeHands]","text":"[Strong][ShakeHands]","html":"[Strong][ShakeHands]"},{"id":5364274,"gmtCreate":1627522973749,"gmtModify":1663231649952,"authorId":3572096066148633,"author":{"id":3572096066148633,"idStr":"3572096066148633","authorId":3572096066148633,"name":"Nicholwong","avatar":"https://static.tigerbbs.com/ce088d172d04c6a0fc4c339c8d803ceb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":801589884,"type":1,"supId":0,"prevId":0,"content":"Nice ","text":"Nice ","html":"Nice "},{"id":5364349,"gmtCreate":1627523348886,"gmtModify":1663231648727,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":801589884,"type":1,"supId":5364274,"prevId":0,"content":"[Strong][ShakeHands]","text":"[Strong][ShakeHands]","html":"[Strong][ShakeHands]"}],"langContent":"EN"},{"id":801511057,"gmtCreate":1627522561079,"gmtModify":1703491584216,"author":{"id":"3577580366301047","authorId":"3577580366301047","name":"All in Tesla","avatar":"https://community-static.tradeup.com/news/8db11f6e6a9a2a52850e734188850dc2","vip":1,"crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3577580366301047","idStr":"3577580366301047"},"htmlText":"Chip makers will expand production to make more profits so time will resolve this issue","listText":"Chip makers will expand production to make more profits so time will resolve this issue","text":"Chip makers will expand production to make more profits so time will resolve this issue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801511057","repostId":2155197130,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5364388,"gmtCreate":1627523500868,"gmtModify":1635219080116,"authorId":4089032478443890,"author":{"id":4089032478443890,"idStr":"4089032478443890","authorId":4089032478443890,"name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":801511057,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":801597889,"gmtCreate":1627521975441,"gmtModify":1703491565494,"author":{"id":"4087698744325360","authorId":"4087698744325360","name":"glorify","avatar":"https://static.tigerbbs.com/bb1a0d88b0029e6cb51d7065d6b143e5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087698744325360","idStr":"4087698744325360"},"htmlText":"Hopefully,apple ? can sought out other ways to maintain well &amp; without affect growth.","listText":"Hopefully,apple ? can sought out other ways to maintain well &amp; without affect growth.","text":"Hopefully,apple ? can sought out other ways to maintain well & without affect 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