Shanghai Lockdowns ‘Big Risk Factor’ in Near-Term Chips Supply: Report

Global chip shortages are likely to ease “significantly” in 2022's second half, as demand-supply gaps “decrease across most components,” reported Counterpoint Research Wednesday. The demand-supply gaps have been “shrinking” since late 2021, “signaling an approaching end to supply tightness across the broader ecosystem,” it said. The company suggests 2022's first half will include “downward shipment revisions, largely due to increasing inventory in the channel and a slowdown in consumer PC momentum.” The “big risk factor” will be the COVID-19 lockdowns across China now, especially in and around Shanghai, it said.