3min chapter

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Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse

Odd Lots

CHAPTER

Are Semi Condectors Going Analogue?

i'm thinking specifically, you know, last week, bloomberg ran an article about air conditioning manufacturers a dropping copper components because the price of copper was so high. And they're all starting to, not all of them, but some of them are starting to switch to aluminum. So i wouldn't expect this to make a massive difference to the supply demand in balance. But what are the chances that you start to see customers, the people who are actually ordering chips, just back away, or decide they're going to design more analogue stuff? It's hard to know how widespread it is and everything else, but, i mean, it's a normal behavior that we might see in cars.

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