Semiconductor Supply Concerns
Stacy discusses the potential for a semiconductor glut and how demand dynamics could impact the industry. Despite worries about oversupply, the strong demand for components like PCs suggests a structural shift post-COVID that may sustain growth.In this clip
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Odd Lots
Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse
Related Questions
Why do some believe there won't be an overbuilding scenario like Cisco's in 2000, as discussed in the episode Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner and the clip Optimizing Inference Speed?
Why do some believe there won't be an overbuilding scenario like Cisco's in 2000 as discussed in the episode Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner and the clip Optimizing Inference Speed?
Why do some believe there won't be an overbuilding scenario like Cisco's in 2000, as discussed in the episode Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner and the clip Optimizing Inference Speed?