Delivery times for internet routers in the U.S. have doubled to 60 weeks during the pandemic. That’s driven an increase in demand for modem chips with the result that Broadcom has already sold 90% of its 2021 capacity. Router manufacturers may soon face similar semiconductor sourcing issues as those faced by the automotive and consumer electronics industries. They may also face higher costs as competition for chips increases. U.S. imports of network devices, climbed 10.6% year over year in February, with seaborne import data indicating a further expansion in March. Shipments lin...