It's amazing how big demand is for semiconductors even without...

It's amazing how big demand is for semiconductors even without the fire at AKM. Like many have pointed out, their usage is vast and growing. One of the reasons for the shortage is due to a lack of 'foundries' - so many chip designers but a lack of manufacturers. Rakon have both capabilities. Unlike in previous years they are being conservative in their guidance. It seems as if the shortage could last till at least the end of FY22 however demand won't slow down then. It's amazing that this trades on a forward pe of 12, yet it's already up 200%+ for the year. A combination of dramatic growth in earnings and being unloved by institutions in NZ. A few more good years could turn that around. Producers of semiconductors have pricing power and this will be a boon for margins.