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This Is How the World Ended up with a Shortage of Semiconductors

Feb 22, 2021

Stacy Rasgon, a managing director at Bernstein Research with a deep focus on the semiconductor industry, dives into the global chip shortage crisis. He explains how pandemic disruptions and long-term structural issues have left industries like automotive reeling from production declines. The conversation highlights the crucial role of key manufacturers like TSMC and explores the competitive landscape of semiconductor allocation. Rasgon emphasizes the need for diversifying supply chains and making significant investments to meet skyrocketing demand in our digitized world.

45:40

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Episode guests

Stacy Rasgon

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Episode notes

Intro

2min

The Growing Importance and Challenges of Semiconductor Supply

5min

The Semiconductor Shortage's Toll on Auto Production

7min

Navigating Semiconductor Allocation in an Overwhelming Demand Landscape

5min

Navigating the Semiconductor Shortage

16min

The Crucial Role of Semiconductors in a Digitized World

5min

Understanding Semiconductor Pricing and Manufacturing Challenges

3min

Semiconductors: The New Oil of the Modern Age

3min

Navigating the Semiconductor Crisis

5min

The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ability to manufacture their goods and generate sales. Part of this is an acute crisis, related to the virus. But there's also a long-term structural issue, with so few companies able to manufacture at scale. On this episode, we speak with Stacy Rasgon of Bernstein Research, who helped kick off our semiconductor series last fall, with a discussion about the current problem, and how it will get fixed.

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