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2021-05-19

will take quite a while for this industry to recover...

Chip Crisis Gets Even Worse as Wait Times Reach Record 17 Weeks<blockquote>等待时间达到创纪录的17周，芯片危机变得更加严重</blockquote>

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That is the longest wait since the firm began tracking the data in 2017.<blockquote>根据Susquehanna Financial Group的研究，芯片交货时间，即订购芯片和提货之间的差距，在4月份增加到17周，表明用户越来越迫切地希望获得供应。这是该公司自2017年开始跟踪数据以来等待时间最长的一次。</blockquote> “All major product categories up considerably,” Susquehanna analyst Chris Rolland wrote in a note Tuesday, citing power management and analog chip lead times among others. “These were some of the largest increases since we started tracking the data.”<blockquote>Susquehanna分析师Chris Rolland在周二的一份报告中写道：“所有主要产品类别都大幅增长。”他引用了电源管理和模拟芯片交付周期等。“这是自我们开始跟踪数据以来最大的增幅之一。”</blockquote> Chip shortages are rippling through industry after industry, preventing companies from shipping products from cars to game consoles and refrigerators. Automakers are now expected to lose out on $110 billion in sales this year, as Ford Motor Co., General Motors Co. and others have to idle factories for lack of essential components.<blockquote>芯片短缺正在波及一个又一个行业，导致公司无法将产品从汽车运输到游戏机和冰箱。由于福特汽车公司、通用汽车公司和其他公司因缺乏必要零部件而不得不闲置工厂，目前预计汽车制造商今年的销售额将损失1100亿美元。</blockquote> The industry and its customers watch lead times as an indicator of the balance between supply and demand. A lengthening of the gap indicates that buyers of semiconductors are more willing to commit to future supply to avoid a recurrence of shortfalls. Analysts track these numbers as a harbinger of hoarding that can lead to the accumulation of too much inventory and sudden declines in orders.<blockquote>该行业及其客户将交货时间视为供需平衡的指标。缺口的拉长表明半导体买家更愿意致力于未来的供应，以避免再次出现短缺。分析师将这些数字视为囤积的先兆，囤积可能导致库存积累过多和订单突然下降。</blockquote> “Elevated lead times often compel ‘bad behavior’ at customers, including inventory accumulation, safety stock building and double ordering,” Rolland wrote. “These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.”<blockquote>罗兰写道：“交货时间的延长往往会迫使客户采取‘不良行为’，包括库存积累、安全库存建设和重复订购。”“这些趋势可能在早期阶段刺激了半导体行业的出货量超过了真实的客户需求。”</blockquote> The situation has been complicated by a resurgence of coronavirus cases in Taiwan, a key location for chip manufacturing. The country has closed schools, curbed social gatherings, and shut many adult entertainment venues, museums and public facilities. While businesses and factories are operating, the government may have to consider broader restrictions.<blockquote>由于芯片制造的关键地点台湾冠状病毒病例死灰复燃，情况变得更加复杂。该国关闭了学校，限制了社交聚会，并关闭了许多成人娱乐场所、博物馆和公共设施。在企业和工厂运营的同时，政府可能不得不考虑更广泛的限制。</blockquote> The country is home to Taiwan Semiconductor Manufacturing Co., which is the world’s most advanced chipmaker and counts Apple Inc. and Qualcomm Inc. among its many customers. Local manufacturers also produce less glamorous -- but equally critical -- chips, such as display driver ICs that have been a particularly painful bottleneck for global production.<blockquote>该国是世界上最先进的芯片制造商台积电公司的所在地，其众多客户中包括苹果公司和高通公司。本地制造商还生产不那么迷人但同样重要的芯片，例如显示驱动IC，这些芯片一直是全球生产的一个特别痛苦的瓶颈。</blockquote> The current level of 17 weeks climbed from the 16-week level Rolland had previously said was the top of the “danger zone” and marks a fourth consecutive month of “sizable” expansion, he wrote.<blockquote>他写道，目前17周的水平较魅兰此前所说的“危险区”顶部的16周水平有所攀升，标志着连续第四个月“大幅”扩张。</blockquote> Lead times for some products, such as power management chips, expanded by as much as four weeks in April from the prior month. Industrial microcontrollers order lead times extended by three weeks, some of the steepest increases Rolland has seen since he began tracking the numbers in 2017, he wrote.<blockquote>4月份电源管理芯片等一些产品的交付周期较上月延长了多达四周。他写道，工业微控制器的订单交付周期延长了三周，这是魅兰自2017年开始跟踪这些数字以来出现的最大幅度增长。</blockquote>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Crisis Gets Even Worse as Wait Times Reach Record 17 Weeks<blockquote>等待时间达到创纪录的17周，芯片危机变得更加严重</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Crisis Gets Even Worse as Wait Times Reach Record 17 Weeks<blockquote>等待时间达到创纪录的17周，芯片危机变得更加严重</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBloomberg2021-05-19 08:48\n\n</h4>\n</header>\n<article>\n(Bloomberg) -- Shortages in the semiconductor industry, which have already slammed automakers and consumer electronics companies, are getting even worse, complicating the global economy’s recovery from the coronavirus pandemic.<blockquote>（彭博社）——半导体行业的短缺已经对汽车制造商和消费电子公司造成了沉重打击，现在正变得更加严重，使全球经济从冠状病毒大流行中复苏变得更加复杂。</blockquote> Chip lead times, the gap between ordering a chip and taking delivery, increased to 17 weeks in April, indicating users are getting more desperate to secure supply, according to research by Susquehanna Financial Group. That is the longest wait since the firm began tracking the data in 2017.<blockquote>根据Susquehanna Financial Group的研究，芯片交货时间，即订购芯片和提货之间的差距，在4月份增加到17周，表明用户越来越迫切地希望获得供应。这是该公司自2017年开始跟踪数据以来等待时间最长的一次。</blockquote> “All major product categories up considerably,” Susquehanna analyst Chris Rolland wrote in a note Tuesday, citing power management and analog chip lead times among others. “These were some of the largest increases since we started tracking the data.”<blockquote>Susquehanna分析师Chris Rolland在周二的一份报告中写道：“所有主要产品类别都大幅增长。”他引用了电源管理和模拟芯片交付周期等。“这是自我们开始跟踪数据以来最大的增幅之一。”</blockquote> Chip shortages are rippling through industry after industry, preventing companies from shipping products from cars to game consoles and refrigerators. Automakers are now expected to lose out on $110 billion in sales this year, as Ford Motor Co., General Motors Co. and others have to idle factories for lack of essential components.<blockquote>芯片短缺正在波及一个又一个行业，导致公司无法将产品从汽车运输到游戏机和冰箱。由于福特汽车公司、通用汽车公司和其他公司因缺乏必要零部件而不得不闲置工厂，目前预计汽车制造商今年的销售额将损失1100亿美元。</blockquote> The industry and its customers watch lead times as an indicator of the balance between supply and demand. A lengthening of the gap indicates that buyers of semiconductors are more willing to commit to future supply to avoid a recurrence of shortfalls. Analysts track these numbers as a harbinger of hoarding that can lead to the accumulation of too much inventory and sudden declines in orders.<blockquote>该行业及其客户将交货时间视为供需平衡的指标。缺口的拉长表明半导体买家更愿意致力于未来的供应，以避免再次出现短缺。分析师将这些数字视为囤积的先兆，囤积可能导致库存积累过多和订单突然下降。</blockquote> “Elevated lead times often compel ‘bad behavior’ at customers, including inventory accumulation, safety stock building and double ordering,” Rolland wrote. “These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.”<blockquote>罗兰写道：“交货时间的延长往往会迫使客户采取‘不良行为’，包括库存积累、安全库存建设和重复订购。”“这些趋势可能在早期阶段刺激了半导体行业的出货量超过了真实的客户需求。”</blockquote> The situation has been complicated by a resurgence of coronavirus cases in Taiwan, a key location for chip manufacturing. The country has closed schools, curbed social gatherings, and shut many adult entertainment venues, museums and public facilities. While businesses and factories are operating, the government may have to consider broader restrictions.<blockquote>由于芯片制造的关键地点台湾冠状病毒病例死灰复燃，情况变得更加复杂。该国关闭了学校，限制了社交聚会，并关闭了许多成人娱乐场所、博物馆和公共设施。在企业和工厂运营的同时，政府可能不得不考虑更广泛的限制。</blockquote> The country is home to Taiwan Semiconductor Manufacturing Co., which is the world’s most advanced chipmaker and counts Apple Inc. and Qualcomm Inc. among its many customers. Local manufacturers also produce less glamorous -- but equally critical -- chips, such as display driver ICs that have been a particularly painful bottleneck for global production.<blockquote>该国是世界上最先进的芯片制造商台积电公司的所在地，其众多客户中包括苹果公司和高通公司。本地制造商还生产不那么迷人但同样重要的芯片，例如显示驱动IC，这些芯片一直是全球生产的一个特别痛苦的瓶颈。</blockquote> The current level of 17 weeks climbed from the 16-week level Rolland had previously said was the top of the “danger zone” and marks a fourth consecutive month of “sizable” expansion, he wrote.<blockquote>他写道，目前17周的水平较魅兰此前所说的“危险区”顶部的16周水平有所攀升，标志着连续第四个月“大幅”扩张。</blockquote> Lead times for some products, such as power management chips, expanded by as much as four weeks in April from the prior month. Industrial microcontrollers order lead times extended by three weeks, some of the steepest increases Rolland has seen since he began tracking the numbers in 2017, he wrote.<blockquote>4月份电源管理芯片等一些产品的交付周期较上月延长了多达四周。他写道，工业微控制器的订单交付周期延长了三周，这是魅兰自2017年开始跟踪这些数字以来出现的最大幅度增长。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/wait-chip-deliveries-increased-sign-220008762.html\">Bloomberg</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/wait-chip-deliveries-increased-sign-220008762.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178395449","content_text":"(Bloomberg) -- Shortages in the semiconductor industry, which have already slammed automakers and consumer electronics companies, are getting even worse, complicating the global economy’s recovery from the coronavirus pandemic.\nChip lead times, the gap between ordering a chip and taking delivery, increased to 17 weeks in April, indicating users are getting more desperate to secure supply, according to research by Susquehanna Financial Group. That is the longest wait since the firm began tracking the data in 2017.\n“All major product categories up considerably,” Susquehanna analyst Chris Rolland wrote in a note Tuesday, citing power management and analog chip lead times among others. “These were some of the largest increases since we started tracking the data.”\nChip shortages are rippling through industry after industry, preventing companies from shipping products from cars to game consoles and refrigerators. Automakers are now expected to lose out on $110 billion in sales this year, as Ford Motor Co., General Motors Co. and others have to idle factories for lack of essential components.\nThe industry and its customers watch lead times as an indicator of the balance between supply and demand. A lengthening of the gap indicates that buyers of semiconductors are more willing to commit to future supply to avoid a recurrence of shortfalls. Analysts track these numbers as a harbinger of hoarding that can lead to the accumulation of too much inventory and sudden declines in orders.\n“Elevated lead times often compel ‘bad behavior’ at customers, including inventory accumulation, safety stock building and double ordering,” Rolland wrote. “These trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.”\nThe situation has been complicated by a resurgence of coronavirus cases in Taiwan, a key location for chip manufacturing. The country has closed schools, curbed social gatherings, and shut many adult entertainment venues, museums and public facilities. While businesses and factories are operating, the government may have to consider broader restrictions.\nThe country is home to Taiwan Semiconductor Manufacturing Co., which is the world’s most advanced chipmaker and counts Apple Inc. and Qualcomm Inc. among its many customers. Local manufacturers also produce less glamorous -- but equally critical -- chips, such as display driver ICs that have been a particularly painful bottleneck for global production.\nThe current level of 17 weeks climbed from the 16-week level Rolland had previously said was the top of the “danger zone” and marks a fourth consecutive month of “sizable” expansion, he wrote.\nLead times for some products, such as power management chips, expanded by as much as four weeks in April from the prior month. Industrial microcontrollers order lead times extended by three weeks, some of the steepest increases Rolland has seen since he began tracking the numbers in 2017, he wrote.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2753,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":46,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/194415420"}