WEBVTT

NOTE recognizability 0.851

NOTE language en-us

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They have been really a key these

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...because of the ...didn't take the plant and also the...in asia

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problem the dd industry was already pretty tight so they really didn't

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...that I can...to...temporary...say

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eh during the conference call management gave a number for the fact of the mit

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...the problem of the...the ability cheat

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...number for the for the quarter...the he's what we can expect that after

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that the him back to be should be gone then...be looking at poverty of

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...dynamic twenty, twenty two years we've you...coming on right?

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So, we've been talking about supply bottlenecks in the chip maker space

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for the better part of all of this year now it's been that these six months that we've been talking about

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our flagging at in various industries what's interesting though was that the semiconductor

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space as a whole has managed to do quite well is it case

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of even though production being head the manufacturers have been able

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to pass on higher prices to their customers which is the reason why the

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semi-conductor stocks have been holding up so well I mean what is going on there because the

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situation on the ground seems to be one of constant delays and production

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disruption whereas the reaction in the stock market price tells a different story.

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...quite extraordinary and,

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demand is really strongso, true you have

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the manufacturing disruptions you have the shortages everywhere but,

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they happen to...price...

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to their customers and demand...and he hi ...it's just that we'll

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...that they have they can they have basically two years of review tool

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...the...we haven't seen before and,

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he's probably what the share price...detect all are reflecting any

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...early...lagging behind here in terms of the...despite the

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two very strongly outlook the exchange I mean we keep our

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ability to view on the on the stock and on the sector have we pass the worst of the chip

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shortage yet or are add further bottlenecks anticipated...

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Polarity taken...fifty here is the is the worst part of the shortage of

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...he...he...return because the key the...he key

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...in order to equipment manufacturers

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have not been told yet so you don't have the...keeping the two

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of thekept he ran and at the same time...got...in eighty four multiple,

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multiple manufacturers with the next...coming very soon which

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...the lot of...in the space that you don't have additional get

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...he thought the worst of the...the naked is right now

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and, it's going to get better ...twenty, twenty two I guess?