Goldman says disruptions from the chip shortage should improve in the second half of 2021
, according to consulting firm AlixPartners.
The firm expects the largest impact to car production to hit in the second quarter, before progressively getting better during the second half of the year and into 2022, Dan Hearsch, a managing director in AlixPartners' automotive and industrial practice, previously told CNBC.Still, Goldman's Tilton said the situation is worth monitoring, especially if other disruptions in the supply chain emerge.
"There was a lot of concern in Taiwan that droughts or the resurgence of a new Covid outbreak there could result in a significant shortfall in production. So far we haven't seen that," he said. There've been a couple of isolated disruptions, but so far, not enough to cause a major disruption to the semi supply chain.Chip manufacturing plants use huge amounts of water daily, and Taiwan, home to the world's largest contract chipmaker,
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