Chipmakers Betting Demand Will Maintain When Capacity Added: Willy Shih

The video discusses the impact of chip shortages on various industries and explores potential mitigation strategies, including production reallocation and capacity expansion. It highlights the challenges of stockpiling and the balance between supply and demand. The focus is on US manufacturing and competition, with key players like Intel and Texas Instruments. The video also examines sector prioritization and market dynamics, emphasizing the need for strategic customer allocation and prepayment to ensure capacity.

What are some factors contributing to the current chip shortages?

How has TSMC prioritized its production capacity?

What is the significance of stockpiling chips in the current market?

Discuss the implications of companies like Intel and Texas Instruments on the chip market.

What challenges do companies face when forecasting chip demand?

How do companies decide on the allocation of chip production capacity?

What role does prepayment play in securing chip supply for customers?