To: oldirtybastard who wrote (156570 ) 4/16/2020 3:30:01 PM From: TobagoJack 1 RecommendationRecommended By
Respond to I wonder how industrial companies, normally on just-in-time and disciplined to low-inventory / high-inventory-turn would adjust to new norm of long-lead-time / high-inventory-balance realitybloomberg.com Debby Wu Broadcom Inc. , a chipmaker that supplies crucial components for Apple Inc.’s iPhone, told customers that disruptions to the global supply chain caused by the Covid-19 pandemic means they’ll need to place orders for parts six months ahead of time.Samsung Electronics Co. , which use Broadcom chips to add Wi-Fi and other connectivity to some of the world’s best-selling smartphones. In networking, its switch chips are the market leaders, going into machinery that’s used by all of the biggest equipment makers, including Cisco Systems Inc. and Huawei Technologies Co. , and companies such as Amazon.com Inc. that build their own gear.Qualcomm Inc. , Nvidia Corp. and Advanced Micro Devices Inc. are built mostly by Taiwan Semiconductor Manufacturing Co. , then tested and packaged by other companies in China and Southeast Asia. Some companies perform elements of the process in-house, and a shrinking group are capable of doing all the steps themselves.withdrew its annual sales forecast and gave weak near-term guidance, citing the impact of the pandemic. Chief Executive Officer Hock Tan told investors that, while fundamental demand was still strong and he hadn’t see any negative impact in the first quarter of the year, “visibility was lacking.”
