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.

What is the current state of chip supply as discussed in the video?

• At an all-time high

• Decreasing steadily

• Stable with no changes

• At an all-time low

What is the expected trend for DRAM prices in the near term?

• A major crash

• A slight decrease

• A significant increase

• No change

How are supply shortages affecting demand according to the video?

• They are causing demand to drop significantly

• They are limiting the ability to meet demand

• They are increasing demand

• They have no impact on demand

Which area is highlighted as having strong growth potential in the semiconductor industry?

• Telecommunications

• Automobile manufacturing

• Semiconductor equipment

• Consumer electronics

What is the outlook for the Taiwan market as discussed in the video?

• Earnings revisions are not mentioned

• Earnings revisions are expected to decrease

• Earnings revisions are expected to remain stable

• Earnings revisions are expected to increase

What is the expected availability of gadgets during the holiday season?

• Gadgets will be unavailable

• Only a few gadgets will be available

• There will be plenty of gadgets available

• There will be a shortage of gadgets

What is the general outlook for global chip industry growth?

• Growth is expected to stagnate

• Growth is expected to continue

• The outlook is uncertain

• A decline is expected