"We expect semiconductor industry supply constraints on both wafer and substrates to only partially ease in second-half 2021, with some leading-edge (computing, 5G chips) tightness to extend into 2022," a Bank of America research note says.
And one chipmaker told the Wall Street Journal backlogs were now so big, it would take up to 40 weeks to fulfil any order a carmaker put in today.
It’s happening everywhere.
I ordered some fixtures for upcoming bathrooms. Tubs are out 12 to 14 weeks. Door manufacturers are starting to give big lead times as well. It’s going to be a tough summer in the construction industry.