Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse
Odd Lots
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Navigating the Semiconductor Landscape
This chapter explores the Biden administration's $52 billion initiative to enhance U.S. semiconductor manufacturing and its implications for market competitiveness. It discusses the ongoing demand for semiconductors, the challenges posed by traditional supply cycles, and the phenomenon of double ordering affecting demand signals. Additionally, the dialogue examines long-term growth prospects in the industry, highlighting key events like Intel's analyst day and the complexities of the semiconductor supply chain.
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