Chip Shortage May Turn Into Glut in 2024: Morningstar's Lee

The video discusses the current supply chain constraints and the expected stabilization of demand in consumer electronics and automotive sectors. It highlights the anticipated oversupply in 2024 due to increased production capacities. The analysis covers the impact on major companies like TSMC and Samsung, emphasizing their strategies to remain competitive. Apple's influence on the semiconductor market is explored, particularly through its valuation and potential new product categories. The performance of Global Foundries is also examined, noting its challenges in utilization rates compared to competitors.

What factors are contributing to the supply chain squeeze in the semiconductor industry?

How is the demand for consumer electronic devices expected to change in the next four to five years?

What role do augmented and virtual reality devices play in the future of semiconductor demand?

What is the projected timeline for new semiconductor capacity to come online?

Which companies are expected to be most protected in the semiconductor market, and why?

How might Apple's valuation impact its suppliers in the semiconductor industry?

What challenges does Global Foundries face compared to its competitors?