
Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm
HSBC Global Viewpoint
The Future of Semiconductor Supply Chains
The semiconductor industry is going to a soft landing of some sorts. It's very hard to move these plants. And so probably we're not going to see the shape of the semiconductor supply chains move all too much, despite all the headline risk in the coming year. HSBC Global Viewpoint will be back at the start of January with the long awaited return of my co-host, Harold Venda Linda.
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