
Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm
HSBC Global Viewpoint
How Disruptive Is the Supply Chain Disruption in China?
We've seen some headlines around supply chain disruptions in mainland China. How disruptive has that been to the semiconductor supply chains globally? I think if you look at mainland China, they are a big consumer of semiconductor chips, but less so as a producer. But what we're going to see potentially an impact is the downstream assemblers,. The end market demand for mainland China is quite significant. That could ultimately come back to cause the disruption rather than the actual production itself.
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