"Insurmountable barriers to entry" are among the issues exacerbating the predicted 20% semiconductor price hike as global chip demand continues to outstrip supply, according to Franklin Templeton senior ETF investment strategist Marcus Weyerer.
As supply chain issues continue for the sector, Weyerer said that Taiwan Semiconductor Manufacturing Company (TSMC), Samsung and UMC - three of the leading firms in the semiconductor industry - are planning the price increases. As the industry is contained within a small number of countries and firms, semiconductor cost increases are more easily compared to other industries, which sell "nearly indistinguishable" products in a mass market, he said. 'Warning bell' as shortage intensifies boom in semiconductor stock ownership For instance, Franklin Templeton's report cited research by...
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