Chip Shortage Not Related to U.S. Reliance on Asia: Bernstein

The video discusses the current semiconductor shortage in the US and the perceived over-reliance on Asia for manufacturing. It highlights the potential benefits and risks of increasing domestic production in the US. The discussion also covers NVIDIA's recent competitive moves in the semiconductor market, particularly its ARM-based server chip development, and how this impacts Intel. The video emphasizes the strategic importance of diversifying manufacturing locations to mitigate geopolitical risks.

In what ways might increased domestic semiconductor manufacturing affect efficiency?

What challenges does NVIDIA face in the competitive semiconductor market?