Is the Big, Scary Semiconductor Shortage Already Over?  | | Luke Lango | If you're an investor, gamer, or even just an astute consumer, you've certainly heard about the big, scary semiconductor shortage. In short, there's a lot of demand for semiconductor chips out there right now, as pent-up consumer demand gets unleashed. And there's simply too little supply to feed all that demand – mostly because of Covid-related production bottlenecks – which is causing a supply crunch that is hurting everyone… literally, everyone, because when you really break it down… including almost everything from your phone and your computer to your car, your TV, and much more. All of these things require semiconductor chips. Clearly then, the semiconductor shortage is a big deal. But, as quickly as it appeared, this crisis may already be fading. Follow me here… Yesterday, General Motors – one of the companies that paused auto production because of the chip shortage – raised its financial forecast for the first half of 2020 by a significant amount. Why? Because GM is successfully navigating the chip shortage much better than it anticipated. General Motors even anticipates it will increase production of its heavy-duty pick-up trucks at a plant in Flint, Michigan next month. Increased production amid a widespread chip shortage? Interesting… 
It's all the more interesting when paired with news from peer auto maker NIO, who just two days earlier reported disappointing May delivery numbers but said that June delivery numbers would soar to record-highs. Record-high production amid a widespread chip shortage? Interesting… And that's not all. China EV maker XPeng recently reported strong May deliveries of 5,686, up 10% month-over-month. Rival Li Auto reported disappointing May delivery numbers, but said "we are optimistic that our deliveries in the second quarter will exceed the top end of our guidance". Meanwhile, Ford's EV sales rocketed 184% higher in May. All very interesting… Do you see the pattern here? Auto makers across the globe were screaming "fire" a few months back, as the chip shortage was forcing these companies to stop production and miss their delivery targets. That tune has changed significantly over the past two weeks. Now, they're all sounding optimistic. They're all beating delivery targets. They're all growing again. They're all saying things are going to get a lot better very soon. So… either all of these companies are lying… or the big, scary semiconductor shortage really is already subsiding. I think it's the latter. Not just because I don't think all of these companies would simultaneously lie at the same time. But more-so, because of news that the single most important auto chip production facility in the world – the Renesas factory in Japan, which halted production in March due to a fire – is already back to 88% production capacity. That factory is expected to be back to 100% production capacity within the next few weeks. It doesn't take a rocket scientist to connect these dots… Every auto-maker is saying things are getting way better, and the industry's most important production facility is back up-and-running at 100% capacity. That means the semiconductor shortage is ending, much sooner than even we anticipated.
What's the investment implication here? Go ahead and buy the dip in EV stocks.
The world is in the midst of an enormous shift from gas-powered vehicles to electric vehicles. This is a seismic shift of unprecedented proportions – and the companies aligned with it will score patient investors enormous long-term returns. You want to own EV stocks for the next decade. Those EV stocks went on sale in early 2021, due to the semiconductor shortage. Now, that semiconductor shortage is easing, and these "on-sale" EV stocks are rebounding. But your window of opportunity to buy these long-term winners at discount prices is closing. Take advantage. Now. Which names should you be looking at? I've been covering these companies for a while… in my exclusive, new venture-capital-style research platform, Innovation Investor. In that advisory service, we invest in the most innovative, disruptive technology companies on the planet, that are in the process of changing the way we eat, drink, play, work, travel, sleep, and more. These are world-changing companies – with life-changing potential. We have more than a few top-notch EV stocks in that portfolio, and we think all of them are on the cusp of staging enormous breakouts. Click here to find out the best EV stocks to buy today. Sincerely, Luke Lango Editor, Hypergrowth Investing P.S. For over a year now, my team and I started an experiment with a small group of "invite-only" participants. During that time, our quiet, little research project has turned into perhaps our most ambitious project yet – Project 10X. Finally, I'm ready to deliver my research to the world on June 9th, at 4 p.m. Eastern, when I'll unveil how you can predictably make 10X-plus gains in the stock market at my first-ever 10X Anomaly Summit. Our early readers have seen enormous gains of 1,000%-plus in companies Wall Street pays no mind to… companies such as a little-known alternative-wellness company that we highlighted at just 38 cents. By simply signing up for this free event, I'll send you my latest research report, 3 Cheap Stocks to Buy for Under $10, which provides a glimpse into what you can expect to see at my 10X Anomaly Summit. To reserve your seat and get your free report, click here. On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article. | 
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