Stock investors fret about supply chain woes

For the semiconductor industry, expectations are for more capacity to only trickle in by the latter part of 2022 due to factory closures and longer delivery times. A power crunch in China could also worsen the situation as it shuts down factories

SINGAPORE: Reopening demand and marooned containers have caused bottlenecks across supply chains just as the holiday shopping season kicks off in North America. It’s also prompting downgrades across analysts estimates for the upcoming earnings season.

Few expect the supply snarls to end this year as an energy crisis stokes inflation fears. Caution abounds in the semiconductor, retail and raw material space.