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> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

predictionSaid on 2026-11-05

# **Even if delayed, semiconductor supply shortages will persist, and this is not a major variable for next year's earnings given long-term contracts.**

A prediction by post author, said on 2026-11-05. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *어차피 반도체는 지연되어도 공급 부족 지속*

shmstoryPublished 2026-11-05 [ Read source](https://t.me/shmstory/9179)

## **Discussion**

## **Related claims**

[**Analysts remain constructive on semiconductors heading into the end of 2026.**Analysts · prediction](https://dgw.tmarket.io/claims/01a1d6bd-3e11-7315-82a8-9f652405bd28) [**Industry players warn of potential repercussions for future semiconductor investment.**industry players · prediction](https://dgw.tmarket.io/claims/01a1c6f3-4b0a-735f-a1e4-9967c72662b5) [**J.P. Morgan sees sustained AI-driven demand across the semiconductor supply chain.**J.P. Morgan · prediction](https://dgw.tmarket.io/claims/01a1d6bd-3e24-7e52-841a-126d2ee534fd) [**As security, supply chain reorganization and AI infrastructure investment continue, long-duration supply will increase and the downside for interest rates will likely be limited.**장기금리 및 재정 부담 확대 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0df7-7742-8e7e-c99093480832) [**Samsung Electronics and SK Hynix plunged, triggering a sidecar in the morning, and there are concerns about possible semiconductor supply-demand changes after next year.**post author · allegation](https://dgw.tmarket.io/claims/01a1d7b2-c852-7af1-8cba-114ab2c5c8e7) [**ASML and Lam Research, which reported earlier, said semiconductor equipment supply cannot keep up with demand and emphasized the importance of cleanroom and component supply.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7)

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