Semiconductor shortages cause ripples across markets

After many choppy weeks for commodity markets, the transition in pricing is finally beginning. However, the same cannot be said for the semiconductor industry. Continued tightness in supply, as well as increases in input costs, has created serious issues along the supply chain and across multiple industries. Our experts provide their thoughts on the current state of affairs, the short-term bumps, and the long-term structural factors that are going to be driving the market for the foreseeable future. John Mothersole, Director of Research, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/mothersole-john John Bauman, Economics Associate Director, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/bauman-john