Chip Shortage Will Last Into 2022, Says Advisors Capital Management's Feeney

The video discusses the ongoing semiconductor demand and supply issues, highlighting the backlog in the auto industry and the expected resolution timeline into 2022. It explores investment opportunities in chip stocks, noting the recent rise in Taiwan Semi and Texas Instruments, while Qualcomm has underperformed. The challenges faced by Intel in regaining its manufacturing leadership are examined, with AMD's outsourcing strategy providing a competitive edge. The video concludes with future growth prospects for companies like Texas Instruments, NXP, and Qualcomm.

What opportunities exist for investors in the semiconductor sector according to the discussion?

What challenges does Intel face in regaining its leadership position in semiconductor manufacturing?