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Odd Lots

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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