What They Say
The Nikkei has published a report on supply chain issues for technology companies, with quotes from Acer. Issues that are impacting device and display makers include:
- Semiconductors, water & glass (as we have been reporting)
- Logistics & Transportation (according to Acer)
- Chip packaging and substrate materials such as ajinomoto build-up film, known as ABF
- Polarisers (quoting Innolux)
- Semiconductor production equipment
What We Think
The variety of issues is likely to lead to strained supply chains for some time to come and certainly for the rest of this year. (BR)
