Do second-order manufacturers ever profit from situations like this? All margins... | Hacker News

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wruza on Feb 6, 2021 | parent | context | favorite | on: How will 'chipageddon' affect you?

Do second-order manufacturers ever profit from situations like this? All margins seem to go to final product makers, not to a whole chain.

pastrami_panda on Feb 6, 2021 [–]

I can't answer broadly or about profit specially - but the stocks of all big wafer producers have risen sharply since fall 2020, something to the tune of 30% or more in a couple of months.

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