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MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

Macro Voices

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Semi Conductor Supply Chain Disruption

I find it extraordinary that there wasn't some sort of, you know, someone in government. I'm surprised that we allowed the market to get to a situation where a huge percentage of the world's supply of semi conductors is made in one country. That feels very much like a blind spot, thet e manifested ad. But it does look like the supply chain crunch is easing now. And the semi conductor shortages that were causing delays in the new car that i had ordered, they seem to have overcome. So i'm hoping that this will ease in the next six months.

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