Category Archives: Semiconductors

Auto Chip Shortage Causing An INSANE Black-Market

#CKStrong Wow, it’s starting to feel like the old days of exchanging currency on the black market in the men’s bathroom at the Rio de Janeiro airport.  “The current black market price of a Bosch ESP chip (brake control system) … Continue reading

Posted in Manufacturing, Semiconductor prices, Semiconductors | 1 Comment

The Global Semiconductor Shortage

As the coronavirus crisis reshapes supply and demand, chip companies are scrambling. And if there’s an industry that can’t simply ramp up production in a hurry, or ask clients to do without their product for a while, or shift around … Continue reading

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The Great Misread: Secular Lower Prices In Semiconductors

Just a quick note on what we believe has been one of the largest factors, along with globalization to the disinflationary forces over the past 30 years. That is the secular decline in the price of semiconductor prices.  Semiconductors are … Continue reading

Posted in Disinflaton, Semiconductor prices, Semiconductors | Tagged , , | 2 Comments