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Critical supply chains: The semiconductor shortage
The United States President on 8 June released the findings and recommendations of a 100-day review into the security of critical supply chains. A key vulnerability identified is the semiconductor "famine" that, since December 2020, has disrupted the recovery of several industrial sectors and spotlighted the complexity and strategic importance of the supply chains for these microchips. Delays, prices, losses: Fears over the semiconductor shortage are not trivial: IHS Markit Purchasing Managers' Indices (PMI) show that by April 2021, delays to suppliers' deliveries of semiconductor inputs were longer than after the ... (full story)
