HSBC Global Viewpoint

Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm

Dec 1, 2022

13:45

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Highlights

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Episode notes

Is There Any Evidence of Supply Chain Diversification in the Semiconductor Space?

01:46

How Disruptive Is the Supply Chain Disruption in China?

01:39

Is the Semiconductor Sector Resilient?

02:05

Introduction

2min

Is the Semiconductor Sector Resilient?

2min

How Disruptive Is the Supply Chain Disruption in China?

2min

Is There Any Evidence of Supply Chain Diversification in the Semiconductor Space?

2min

Shifting the Semiconductor Manufacturing Supply Chain

2min

How Long Will It Take to Recreate the Same Advanced Manufacturing Process?

2min

The Future of Semiconductor Supply Chains

2min

Fred Neumann is joined by Head of Asia Technology Research, Frank Lee, for a discussion on the outlook for global semiconductors, where Asia plays by far the largest role of any region.

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