Quote:
Originally Posted by hobnail
I suspect that the Chinese were much harder hit by the Corona virus than they've revealed.
|
I suspect the Renesas fire is more relevant. They make embedded cpus, and 2/3 of their output goes into cars; at least two car companies have halted production because of that. Even if Renesas isn't involved in making Kobo chips, as an emergency measure, they outsourced some of their production to other companies while they repaired the fire damage, and those companies might be involved with kobo's chips or something...
On the bright side, they've already repaired the damage, and I think they are ahead of schedule on catching up. I think this delayed a whole sector of the industry by 2 months, so we'll just have to wait for the rest of the supply chain to ramp back up.