demand, KMC, Elbit

Demand Fuels Tech Expansion, Defying Supply Headwinds

Since the onset of Covid-19 supply chain disruptions have only gotten worse. Shortages that began with global quarantines have been exacerbated by demand- and logistics-driven delays. But expectations of ongoing demand are prompting electronics companies to expand. Chip consumption, for example, isn’t going to decline. Semiconductor manufacturers are set to build 29 fabs over the…