Due to the US sanctions against Huawei, we have witnessed a panic build-up of stocks among global companies, especially Chinese ones. In the past, companies had little to no stockpiling, but now they are stockpiling for three or six months. This caused the entire system to malfunction.
Nice kick from Huawei.
silicon as in the raw material ? Thats literally sand - no shortage there. Do you mean shortage of basic ICs ?
With present trends we are not so far from sea water shortages.
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