#supply-constraints

#supply-constraints

For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led it.

Silver has experienced a remarkable bull market, more than quadrupling in value from around $30 (24.54) per ounce at the start of the year to an all-time high of $120.44 per ounce (28 grams) on Thursday (January 29). At the beginning of last year, the metal traded on COMEX the commodity division of the New York Mercantile Exchange (NYMEX) near $30 in January and hovered between $37 and $40 through the summer before breaking decisively higher.

Physical palladium ETFs occupy an unusual corner of the commodity market. Unlike gold or silver, palladium serves primarily industrial purposes, with roughly 80% of demand coming from automotive catalytic converters. abrdn Palladium ETF Trust (NYSEARCA:PALL) offers direct exposure to this metal through physical holdings, and after surging 92% over the past year to around $168, investors face a critical question: can this rally continue?

* An Asus PR rep looks into it, comes back and says they cannot provide 5070 Tis due to supply constraints, saying their models are "end of life."* We ask Asus to clarify whether the RTX 5070 Ti is end of life. They confirm it's end of life.* We reach out to retailers to see whether they can purchase RTX 5070 Ti stock for their stores, to fact check Asus' claims. They say there is no supply.

Savills puts this down to the limited availability of new facilities coming to the market, rather than a lack of demand. The underlying strength of demand, it said, is reflected in the total contracted power capacity, which has risen to nearly 14,500MW, up 12% year-on-year. Around a quarter of take-up is now pre-let compared with less than 20% three years ago.

Although these heavy vehicles carrying supplies are far greater in volume than those arriving before the ceasefire came into effect, their contents remain insufficient, the United Nations and other humanitarian organizations have warned. They believe a chasm separates the needs created by two years of the Israeli offensive with a declared famine in the north and 2.1 million people reduced to destitution from the aid that has begun to arrive.