• China will have increasing lock downs…

    Posted by Steve on January 10, 2022 at 2:17 am

    https://www.caixinglobal.com/2022-01-10/gallery-more-omicron-cases-spring-up-in-china-101828262.html

    COVID-19 outbreaks in China come on the back of signs that the global supply chain crisis was easing.
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    Samsung and Micron recently warned that a lockdown in the city of Xi’an could affect chip factory operations.
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    A partial lockdown in Ningbo has affected operations at the city’s major port.

    We should expect that the Covid-Zero policy is going to take a toll in Q1 – especially with the Olympics which will import people who may test negative, but still have the virus.

    Steve replied 7 months ago 1 Member · 0 Replies
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