Global Chip Shortage May Last Through Into 2022: Bain & Co.

The video discusses the ongoing challenges in the semiconductor supply chain, highlighting the complexity and cost of increasing capacity. It explores global efforts to diversify and strengthen the supply chain, with countries like the US, Europe, and China making significant investments. The video also addresses economic concerns about overinvestment in an already profitable industry and the impact of semiconductor shortages on various technology sectors, including automotive and consumer electronics. Finally, it considers the future of the semiconductor industry and the potential for multiple players to drive innovation and benefit consumers.

What concerns are raised regarding the potential for a glut in the semiconductor industry?

How is the demand for semiconductors changing across different end markets?

What role do government investments play in broadening the semiconductor supply base?