Semiconductor Shortage

The video discusses the current semiconductor shortage, its causes, and impacts on various industries. It highlights the concentration of suppliers, the need for more investment in semiconductor fabs, and the potential for future demand driven by digitalization and technological advancements. The video also explores investment opportunities in chip design and manufacturing, emphasizing the importance of diversification and geographical distribution to mitigate risks.

How has the digitization of products affected the demand for semiconductors?

Explain the concept of 'just in time' manufacturing and its impact on the supply chain.

What factors contributed to the shortage of semiconductors during the COVID-19 pandemic?

What role do smaller companies play in the semiconductor supply chain compared to larger companies?

What are the potential consequences of having a limited number of semiconductor suppliers?

Discuss the importance of building more semiconductor fabrication facilities.

How might the demand for semiconductors evolve in the future with advancements in technology?