$GTCH In a recent investing article on the sector
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Glenn O'Donnell, Vice President, Research Director of Forrester Research said in his blog, "The pandemic played a role in this demand surge, too. The surging demand seems to have caught the chip fabs by surprise. Capacity has been increasing but not nearly fast enough to keep up. The pandemic temporarily shut down chip fab capacity. This caused a backup similar to the impact of the Ever Given fiasco on the Suez Canal. That chip backlog is still taking time to flush through."
https://www.barchart.com/story/news/2207823/t...re-demands
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