In this episode, Shawn DuBravac, Chief Economist of IPC, and Falan Yinug, Director of Industry Statistics and Economic Policy at the Semiconductor Industry Association, discuss the impacts of the coronavirus outbreak on the electronics and semiconductor industries. Both guests respond to questions about fundamental price and employment outcomes but also discuss broader issues such as the lessons from previous crises as well as the appropriate policies for mitigating the damaging effects of the coronavirus shock on global manufacturing performance. The interview concludes with a discussion of potential longer-term industry consequences.
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