Kirk Yang on Outlook for Chips

The video discusses supply chain disruptions affecting Apple and Foxconn, predicting a shortfall of 10-20% in iPhone production. Demand issues are highlighted due to rising interest rates and reduced discretionary spending. The impact of replacement cycles on tech demand is examined, noting a lack of new products. Geopolitical tensions between the US and China are affecting semiconductor supply chains. Investment opportunities in electric vehicles are identified as a future growth area.

What are the choke points in the semiconductor supply chain?

How do geopolitical factors influence the semiconductor industry?

What future trends in technology should investors focus on according to the discussion?