Semiconductor shortages11 Apr 2021 16:51
All weekend I've been seeing coverage from Bloomberg, the FT and others about the chip shortage around the globe which makes the loss making IQE even more of a mystery. I understand that not all chips are the same, but if they can't satisfy this demand and make a profit, maybe they are making the wrong chips? I also see from others posts and the news on this site that they even have spare capacity... what are they playing at? This sounds like a boom time for their industry where they should be able to exercise pricing power to increase margins on increased volumes. If they can't make money in these circumstances is there any hope for them?