Interestinghttps://www.wsj.com/articles/u-s-companies-down-to-five-day-supply-of-key-chips-report-says-11643126434?
In 2019, companies typically maintained 40 days of inventory for key chips, according to the Commerce Department report. Now for the same chips—defined as 160 products that companies identified as being the most challenging to acquire—companies are operating with fewer than five days of inventory, the report said.
Commerce Secretary Gina Raimondo said the survey results show the urgency for Congress to approve the U.S. Innovation and Competition Act, which includes $52 billion to boost domestic chip production.
“We aren’t even close to being out of the woods as it relates to the supply problems with semiconductors,” Ms. Raimondo told reporters Tuesday. “The semiconductor supply chain is very fragile, and it is going to remain that way until we can increase chip production.”
The Commerce Department’s summary of its information highlighted particular chips—certain nodes of microcontrollers, analog chips and optoelectronic chips—that are suffering from a particularly acute supply shortage.