CLSA Regional Head of Technology Research on Global Chip Shortage

The video discusses the ongoing global chip shortage, driven by strong demand, pandemic effects, and geopolitical tensions. It explores the supply-demand imbalance, company strategies, and market predictions. Intel's new manufacturing strategy and China's semiconductor ambitions are analyzed, along with the impact on the automotive industry.

What are the main factors contributing to the ongoing chip shortage?

• Strong demand and slow supply chain response

• Increased production capacity

• Decreased consumer demand

• Abundance of raw materials

What structural change is driving the increased demand for chips?

• Reduction in IoT devices

• Electrification and digital transformation

• Decline in global connectivity

• Decrease in digital transformation

Which company is considered to have a better downside cushion in the chip market?

• Intel

• TSMC

• Qualcomm

• Samsung

What is a significant challenge for Intel in its new chip manufacturing strategy?

• Lack of political support

• Limited product range

• Excessive production capacity

• Fierce competition and internal manufacturing challenges

What is a key reason behind Intel's re-entry into the foundry business?

• To focus solely on CPU design

• Political motivations for domestic semiconductor production

• To increase CPU production

• To reduce costs

What is a major limitation for SMIC in advancing its technology?

• Lack of skilled engineers

• Access to leading-edge equipment

• Over-reliance on foreign markets

• Excessive government regulation

How has the chip shortage affected the automotive industry?

• Surplus of automotive chips

• Reduction in auto production

• No impact on production

• Increased production rates