Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (12139)	10/18/2021 4:43:22 PM
From: Elroy	Read Replies (1) \| Respond to of 26806

The "O Word" is showing up in articles. Since the semiconductor industry has been in "short supply" since at least Q1 this year, I'm sure there's loads of overbooking. The article you referenced indicated there may be overbooking for Q4. As soon as the first buyer couldn't get his semiconductor on the desired date, perhaps way back in Q2 2022, I'm sure there has been over booking since then. The question is what happens when the foundry industry shift from under capacity to .... enough capacity? I have no idea. Usually orders pause for a quarter or three, then get back on some upward trajectory. When that will happen to the semi industry as a group is unknown. I'm reading articles that say autos will be in tight supply through all of 2022. So, lets see what happens.