Jpeh
2021-06-14
Good read
Chip Shortage Bringing Record Business For Supply-Chain Intermediaries Avnet, Arrow Electronics: WSJ
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":185776661,"tweetId":"185776661","gmtCreate":1623676310853,"gmtModify":1634030252598,"author":{"id":3550499772816891,"idStr":"3550499772816891","authorId":3550499772816891,"authorIdStr":"3550499772816891","name":"Jpeh","avatar":"https://static.tigerbbs.com/4f74e86286be4e7bdaac05ba96b3a697","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good read</p></body></html>","htmlText":"<html><head></head><body><p>Good read</p></body></html>","text":"Good read","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/185776661","repostId":1182855398,"repostType":4,"repost":{"id":"1182855398","kind":"news","pubTimestamp":1623663435,"share":"https://www.laohu8.com/m/news/1182855398?lang=&edition=full","pubTime":"2021-06-14 17:37","market":"us","language":"en","title":"Chip Shortage Bringing Record Business For Supply-Chain Intermediaries Avnet, Arrow Electronics: WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=1182855398","media":"benzinga","summary":"The ongoing global semiconductor shortage is boosting business opportunities for semiconductor indus","content":"<p>The ongoing global semiconductor shortage is boosting business opportunities for semiconductor industry intermediaries, or authorized distributors, as they are able to source parts faster, according to the WSJreport.</p>\n<p><b>What Happened:</b>Services of electronic component distributors such as <b>Avnet Inc</b>(NASDAQ:AVT) and<b>Arrow Electronics Inc</b>(NYSE:ARW) are increasingly sought after from bigger companies such as <b>Intel Corp</b>(NASDAQ:INTC), Samsung Electronics and others, who generally rely on direct purchases and are able to secure supplies on their own, WSJ reported Sunday.</p>\n<p>As per Peggy Carrieres, Avnet’s vice president for global sales, large buyers are treading on uncharted territory as they engage directly with distributors to hedge against supply chain disruptions or keep tabs on a host of different materials.</p>\n<p>Avnet is an authorized distributor for Intel and<b>Broadcom Inc</b>(NASDAQ:AVGO).</p>\n<p>As a result, distributors are able to charge more than the usual 10% commission. In addition, higher prices and shipping volumes amid the pandemic have boosted bottom lines for distributors despite an ongoing shortage.</p>\n<p>Arrow Electronics, one of the industry’s biggest distributors, saw its operating income from the global components business rise more than 70% in the first three months of the year. Avnet sales rose 14% from a year earlier to $4.9 billion for the quarter ended March 31.</p>\n<p><b>Why It Matters:</b>The global chip shortage has forced automakers across the world to halt production lines and the shortage is now impacting consumer electronics as well, including<b>Apple Inc</b>(NASDAQ:AAPL).</p>\n<p>Semiconductor prices have shot up amid the crisis and brokers are quoting five times higher prices than before the pandemic for auto chips, as per WSJ; in some extreme cases, it's reportedly 20 times more.</p>\n<p><b>Price Action:</b>Shares of Avnet, which have risen 25% so far this year, closed 1% higher at $43.9 on Friday. Arrow Electronics shares, which have risen 24% year-to-date, closed 0.25% lower at $120.9 on Friday.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Shortage Bringing Record Business For Supply-Chain Intermediaries Avnet, Arrow Electronics: WSJ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Shortage Bringing Record Business For Supply-Chain Intermediaries Avnet, Arrow Electronics: WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 17:37 GMT+8 <a href=https://www.benzinga.com/trading-ideas/long-ideas/21/06/21544070/chip-shortage-bringing-record-business-for-supply-chain-intermediaries-avnet-arrow-elect><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ongoing global semiconductor shortage is boosting business opportunities for semiconductor industry intermediaries, or authorized distributors, as they are able to source parts faster, according ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21544070/chip-shortage-bringing-record-business-for-supply-chain-intermediaries-avnet-arrow-elect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARW":"艾睿","INTC":"英特尔","AVT":"安富利电子","AVGO":"博通"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21544070/chip-shortage-bringing-record-business-for-supply-chain-intermediaries-avnet-arrow-elect","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182855398","content_text":"The ongoing global semiconductor shortage is boosting business opportunities for semiconductor industry intermediaries, or authorized distributors, as they are able to source parts faster, according to the WSJreport.\nWhat Happened:Services of electronic component distributors such as Avnet Inc(NASDAQ:AVT) andArrow Electronics Inc(NYSE:ARW) are increasingly sought after from bigger companies such as Intel Corp(NASDAQ:INTC), Samsung Electronics and others, who generally rely on direct purchases and are able to secure supplies on their own, WSJ reported Sunday.\nAs per Peggy Carrieres, Avnet’s vice president for global sales, large buyers are treading on uncharted territory as they engage directly with distributors to hedge against supply chain disruptions or keep tabs on a host of different materials.\nAvnet is an authorized distributor for Intel andBroadcom Inc(NASDAQ:AVGO).\nAs a result, distributors are able to charge more than the usual 10% commission. In addition, higher prices and shipping volumes amid the pandemic have boosted bottom lines for distributors despite an ongoing shortage.\nArrow Electronics, one of the industry’s biggest distributors, saw its operating income from the global components business rise more than 70% in the first three months of the year. Avnet sales rose 14% from a year earlier to $4.9 billion for the quarter ended March 31.\nWhy It Matters:The global chip shortage has forced automakers across the world to halt production lines and the shortage is now impacting consumer electronics as well, includingApple Inc(NASDAQ:AAPL).\nSemiconductor prices have shot up amid the crisis and brokers are quoting five times higher prices than before the pandemic for auto chips, as per WSJ; in some extreme cases, it's reportedly 20 times more.\nPrice Action:Shares of Avnet, which have risen 25% so far this year, closed 1% higher at $43.9 on Friday. Arrow Electronics shares, which have risen 24% year-to-date, closed 0.25% lower at $120.9 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/185776661"}
精彩评论