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…inventories have risen for the first time in nine months at leading suppliers…
With demand still running high, the outlook for the months ahead remains unclear.
Both chipmakers and their customers say the third quarter of 2021 marked a turning point. Supply shortages of automotive chips are expected to be greatly reduced starting in the July-September quarter, C.C. Wei, CEO of Taiwan Semiconductor Manufacturing Co., the world’s largest foundry, said in July. Germany’s Continental, one of the world’s top auto parts suppliers, said on its latest earnings call that “we do believe the worst of the semiconductor shortage is behind us.”