Susquehanna's Hosseini On Global Chip Shortage

The video discusses the current state and future outlook of chip availability, highlighting improvements expected in 2022. It addresses concerns about overbuying and hoarding in 2021, noting a shift towards normalization. The growth in semiconductor manufacturing, particularly in the trailing edge, is examined, with TSMC's strategic investments in diversification and capacity expansion being a focal point. The potential for market corrections in 2023 is analyzed, drawing parallels with past industry cycles.

What improvements in chip availability were observed in December of last year?

What concerns were raised regarding overbuying or hoarding of chips?

How is the semiconductor manufacturing landscape changing, particularly for trailing edge chips?

What are the implications of TSMC's investments in manufacturing facilities outside of Taiwan?

What factors are contributing to the potential correction in chip prices within the next two years?

What historical perspective is provided regarding corrections in the chip market?

What cyclical nature of the semiconductor industry is discussed in relation to capacity and demand forecasting?