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this probably "wont be inflationary" at all - ya think?
Quake Disrupts Key Supply Chains
http://online.wsj.com/article/SB1000...663283550.html
By DON CLARK And YOSHIO TAKAHASHI
The earthquake that struck northeast Japan Friday forced shutdowns across a broad spectrum of the country's industries, but the bigger impact for companies could come in the weeks ahead as the disruptions make their way through the global supply chain.
The 8.9-magnitude earth quake, one of the largest on record, has crippled activity for now in a country that is a critical source of parts for consumer electronics, as well as a key producer of automobiles, auto parts, steel and other goods.
Plants don't appear to have suffered widespread, catastrophic damage, but production delays could be enough to affect some tightly calibrated industries.
The earthquake affected operations at dozens of semiconductor factories, raising fears of shortages or price increases for a number of widely used components—particularly the chips known as flash memory that store data in hit products like smartphones and tablet PCs.
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But some manufacturers are likely to be affected by other issues, particularly disruptions in transportation of finished goods to airports or ports, as well as the movement of employees and supplies to production plants. Even relatively short disruptions could further stress a supply chain already stretched tight in spots over the past year by strong demand for hot gadgets.
"This could have a pretty substantial impact for the next quarter on the whole supply chain," said Len Jelinek, an analyst at IHS iSuppli, a market-research firm that focuses on the electronics industry.
Jim Handy, another market-watcher at the firm Objective Analysis, said he expects "phenomenal" price swings and large near-term shortages as a result of the quake.
Chip companies based in Japan generated about $63.8 billion in revenue in 2010, accounting for about one-fifth of the semiconductor market, IHS iSuppli said. Their presence is felt most in the key market for what the industry calls NAND flash memory, chips at the heart of products like Apple Inc.'s iPhone and iPad. Japanese companies, led by Toshiba, account for about 35% of global flash revenue.
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here we go - kapoom time?
- AUTOS
- MARCH 12, 2011
Quake Disrupts Key Supply Chains
http://online.wsj.com/article/SB1000...663283550.html
By DON CLARK And YOSHIO TAKAHASHI
The earthquake that struck northeast Japan Friday forced shutdowns across a broad spectrum of the country's industries, but the bigger impact for companies could come in the weeks ahead as the disruptions make their way through the global supply chain.
The 8.9-magnitude earth quake, one of the largest on record, has crippled activity for now in a country that is a critical source of parts for consumer electronics, as well as a key producer of automobiles, auto parts, steel and other goods.
Plants don't appear to have suffered widespread, catastrophic damage, but production delays could be enough to affect some tightly calibrated industries.
The earthquake affected operations at dozens of semiconductor factories, raising fears of shortages or price increases for a number of widely used components—particularly the chips known as flash memory that store data in hit products like smartphones and tablet PCs.
...
...
But some manufacturers are likely to be affected by other issues, particularly disruptions in transportation of finished goods to airports or ports, as well as the movement of employees and supplies to production plants. Even relatively short disruptions could further stress a supply chain already stretched tight in spots over the past year by strong demand for hot gadgets.
"This could have a pretty substantial impact for the next quarter on the whole supply chain," said Len Jelinek, an analyst at IHS iSuppli, a market-research firm that focuses on the electronics industry.
Jim Handy, another market-watcher at the firm Objective Analysis, said he expects "phenomenal" price swings and large near-term shortages as a result of the quake.
Chip companies based in Japan generated about $63.8 billion in revenue in 2010, accounting for about one-fifth of the semiconductor market, IHS iSuppli said. Their presence is felt most in the key market for what the industry calls NAND flash memory, chips at the heart of products like Apple Inc.'s iPhone and iPad. Japanese companies, led by Toshiba, account for about 35% of global flash revenue.
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here we go - kapoom time?