Chip Crunch May Last Through End of 2021, Bain & Co.'s Hanbury Says

The video discusses the expanding crisis in the semiconductor industry, initially thought to be pandemic-induced, now affecting various sectors like auto, smartphones, and PCs. It highlights the need for short-term strategies to secure chip supply and manage finances, while also considering long-term opportunities to reset practices. Government actions, both supportive and retaliatory, are influencing the industry. The auto industry serves as a warning for other sectors. China's semiconductor ambitions and Taiwan's geopolitical risks are also explored. The video concludes with future challenges for industries like gaming and smartphones.

How is the Chinese government planning to increase domestic semiconductor production?

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What steps can companies take to reduce reliance on TSMC for semiconductor supplies?

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Which industries are expected to suffer the most from the current chip shortage?

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