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 factors are contributing to the ongoing chip shortage?

How has the pandemic influenced the demand for chips?

What are the implications of the supply-demand imbalance in the chip industry?

In what ways are geopolitical tensions affecting the semiconductor supply chain?

What strategies are companies like Intel and TSMC employing to navigate the chip shortage?

How might the chip shortage impact the automotive industry?

What are the potential long-term effects of the chip shortage on global technology markets?