Semiconductor Shortage Is More Than Just A 'Blip': Stacy Rasgon

The video discusses the impact of COVID-19 on the auto industry, highlighting supply chain disruptions and demand collapse. It explains the recovery and increased demand, especially in regions like China. The broader semiconductor market is also affected, with strong demand for work-from-home technologies. The future outlook suggests a temporary blip, with potential shifts to battery shortages and infrastructure discussions. Strategies to balance supply and demand, such as non-cancelable orders, are being implemented by companies like Broadcom and Microchip.

In what ways did the automotive supply chain differ from other industries during the pandemic?

What predictions were made regarding the future of the automotive supply chain post-COVID?

What measures are semiconductor companies taking to minimize order cancellations?