Nomura's Wong on Russian-Ukraine's Chips Sector Impact

The video discusses the minimal impact of Russia on the global semiconductor industry, highlighting that Russia's role as a consumer is negligible. It also covers the Quad leaders' meeting to discuss Ukraine, the easing of chip shortages, and the demand outlook for semiconductors. The video evaluates the risks associated with Russia's supply of industrial gases for chip production, concluding that the immediate risk is low. It also touches on the implications of US sanctions on Chinese tech companies and analyzes constraints and pricing trends in the semiconductor industry.

What is the projected growth rate for semiconductors in 2022?

What are the expectations for chip shortages as 2022 progresses?

What concerns do Chinese tech companies face regarding US sanctions?