Companies are gearing for a massive capacity building exercise this year after having struggled to expand last year. Industry executives also blame excessive stock piling which began over the summer when Huawei technologies go. The likes of Apple can negotiate better than small time vendors, meaning if you are in an industry that sources a lot of seven conductors, then you have better bargaining power.
Car companies are halting production because their vendors can't supply electronic components. Laptops are struggling to meet demand because they don’t have computer chips. Mobile phone companies are having to pay through the roof to source critical parts. And it’s all happening because the world is witnessing an unprecedented semiconductor shortage. So in today’s episode, we talk about this and more.