Nomura's David Wong on the Outlook for Chipmakers

The video discusses the current state of chip supply and demand, highlighting record supply levels but persistent shortages due to strong demand. It examines DRAM price trends, noting potential moderation rather than a crash. The video also explores ongoing demand strength, economic growth, and the semiconductor equipment sector's growth. It concludes with a global market outlook and expectations for the holiday season, emphasizing continued demand strength.

How does the speaker view the potential for ongoing economic growth impacting chip demand?

What are the expectations for semiconductor equipment growth?

What is the anticipated situation for gadget availability during the holiday season?