Semiconductor Insights
Willy discusses the complexities of the ongoing chip shortage, emphasizing that recovery will vary by sector and may not have a clear endpoint. He predicts that by mid-next year, supply will rise to meet demand, leading to a more rational market. He also highlights the importance of understanding technology and innovation, suggesting that consumers may benefit from waiting to make purchases as upgrades have been pulled forward during the pandemic.In this clip
From this podcast
Decoder with Nilay Patel
Everything you need to know about the global chip shortage
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