Chip Supply Shortage to Improve in Next Few Quarters: Abrams

The video discusses the temporary nature of supply chain constraints, particularly in the chip industry, and the optimism for improvement in the coming quarters. It highlights the challenges of demand versus stockpiling and the role of government in easing constraints. The trend of onshoring and nearshoring is explored as a response to geopolitical tensions and supply chain risks.

What are the implications of stockpiling in the chip industry?

How does the shift from 4G to 5G affect chip demand?

What trends are emerging in onshoring and nearshoring in the semiconductor industry?