AlixPartners' Wakefield on the U.S. Chip Summit

The video discusses the ongoing chip shortage, highlighting its fluid nature and the impact of recent virus outbreaks in Taiwan. It explores the need for reshoring and supply chain adjustments, emphasizing strategic inventory. The discussion shifts to the growing demand for chips in electric vehicles, noting the challenges in meeting this demand. Finally, the video addresses the substantial investment required to build fabs and transform the industry, focusing on standardization and planning.

What challenges do automakers face in terms of supply chain visibility?

How does the transition to electric vehicles affect the demand for chips?

What are the key considerations for building more factories and foundries in the US?