Chip Shortage Could End in 18 Months: Neuberger Berman

The video discusses the semiconductor shortage, its impact on various industries, and the efforts by the US administration to increase local production. While some industry leaders believe the shortage will ease by the end of the year, others predict it will last for several years. The shortage affects industries differently, with some like automobiles being more impacted. The video also highlights the global nature of the semiconductor industry and the strategic moves by countries like the US and China to secure local supply chains.

What conflicting opinions have been expressed regarding the duration of the chip shortage?

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In what ways might the semiconductor supply constraints affect global competition, particularly between the US and China?

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