Future of the Chip Industry

The video discusses the sustainability of company growth, focusing on the automotive and industrial sectors. It highlights supply chain challenges, particularly in semiconductors, and the potential easing of these issues. The cyclical nature of the industry is examined, with a focus on stable demand in automotive and industrial markets. The impact of the Chips Act and regional production policies is also explored, emphasizing the shift from globalization to regionalization in semiconductor manufacturing.

What percentage growth did the company experience year over year last year?

How does the automotive sector contribute to the company's overall growth?

What is the long-term growth plan percentage for the next three years?

What factors contribute to the belief that the current growth is sustainable?

What challenges does the semiconductor industry face in achieving a balance between demand and supply?

How is the demand picture in China affecting the company's revenue?

What is the significance of the Chips Act for the semiconductor industry in the US?