The Future of Computer Chips: A Discussion with Julian Kamasa
New Books in Technology
00:00
The Supply Chain in the Chip Industry Is Very Fragile
In most industries, over time, supply does match up with demand. Why didn't that happen in the chip industry? I would say with regards to the global situation, and I can come back to Europe, then, there are four reasons. The first reason is this very fragile nature of the chip supply chain. And when only one company can carry out a task, which does not even have to be critical or high-ended Nature, it gets into trouble for whatever reason. This has been the case for a Japanese company, Ajinumoto,. It cannot scale up production like making these face masks, it was not able to catch up. On top of that came geopolitical rivalry, which
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