What They Say
Reuters reported that Samsung Electronics said that its chip fab in Austin, Texas had recovered to ‘near-normal’ levels after four weeks of disruption. Quoting TrendForce, Reuters said that 65% of the capacity of the fab is used for Qualcomm 5G radio frequency chips and Samsung display and image sensor chips.
What We Think
Separately, NXP said that the impact of the storms could mean a loss of up to $100 million in revenue. (BR)
