The Supply Chain Effects of Semiconductors

Jay Parini: Is it because the semiconductors are so complex to make that the supply chain is so vulnerable? And is that why we're seeing more companies trying to figure out how we don't have so much need for what's coming from China or Taiwan? Or is that not the right way of looking at it? That's a complicated question. How do we simplify? There's another one. He says he thinks all those supply chain effects are just a natural part of semiconductor cycles. We're going to have ups and downs, but they won't be as severe as boom-busts.parini: Moore's law means you can double the number of transistors