Chip Shortage Will Last Into 2022, Says Advisors Capital Management's Feeney

The video discusses the ongoing semiconductor demand and supply issues, highlighting the backlog in the auto industry and the expected resolution timeline into 2022. It explores investment opportunities in chip stocks, noting the recent rise in Taiwan Semi and Texas Instruments, while Qualcomm has underperformed. The challenges faced by Intel in regaining its manufacturing leadership are examined, with AMD's outsourcing strategy providing a competitive edge. The video concludes with future growth prospects for companies like Texas Instruments, NXP, and Qualcomm.

What is one of the main reasons for the current backlog in the semiconductor industry?

• Lack of skilled labor

• Government regulations

• High demand from the auto industry

• Shortage of raw materials

What is the expected timeline for the semiconductor backlog to clear up?

• Into 2022

• By mid-2023

• By the end of the current year

• Within the next six months

Which company's stock has seen a 15% rise recently, according to the discussion?

• Qualcomm

• NXP

• Intel

• Taiwan Semiconductor

What is a key advantage that AMD has over Intel?

• Lower production costs

• Stronger brand recognition

• Better marketing strategies

• Outsourcing manufacturing

Which company is not recommended for investment in the semiconductor space at this point?

• Texas Instruments

• Qualcomm

• Intel

• NXP