Wedbush's Bryson on White House Chip Summit

The video discusses the potential reshoring of semiconductor production to the US, highlighting the role of government incentives and the economic impact. It explores the costs involved, the lead time for new facilities, and the current constraints in semiconductor supply. The discussion also covers investment opportunities in the industry, driven by technological shifts like 5G and electric vehicles.

Which companies are likely to benefit from reshoring semiconductor production to the US?

• Intel and GlobalFoundries

• Apple and GM

• Sony and Panasonic

• Nokia and Ericsson

What is a key factor that influences companies' decisions on where to locate semiconductor production?

• Proximity to customers

• Availability of skilled labor

• Incentives such as tax breaks and cheaper utilities

• Climate conditions

What is the estimated lead time for setting up a new semiconductor facility in the US?

• 3 to 5 years

• 18 to 24 months

• 6 to 12 months

• Over 5 years

What is one strategy companies might use to cope with the semiconductor shortage?

• Outsource production to other countries

• Increase the number of chips in each device

• Reduce the number of chips used per device

• Stop production temporarily

What technological shift is contributing to increased demand for semiconductors?

• The decline of electric vehicles

• The transition to 5G technology

• The increase in gasoline-powered vehicles

• The rise of 4G technology

Which area is NOT mentioned as a potential investment opportunity in the semiconductor industry?

• Foundries

• Test and assembly companies

• Retail electronics stores

• Equipment suppliers

What is a significant factor driving the current semiconductor shortage?

• Increased demand for gasoline vehicles

• Reduction in semiconductor production capacity

• Technological shifts and increased demand for electronics

• Decrease in global population