Credit Suisse's Abrams on Chip Outlook

The video discusses TSMC's recovery challenges due to pandemic-induced inventory overhang and supply chain shifts. It explores Apple's strategy to move more components in-house and the US's push for nearshoring critical components. The US-China tech bifurcation is analyzed, highlighting opportunities and challenges for both sides. The video also covers the potential of chiplet-based processes to drive innovation and market demand.

What are the expected challenges for TSMC in the first half of the year?

How has the pandemic affected consumer electronics demand according to the text?

What is the significance of inventory overhang mentioned in the text?

What long-term strategy does Apple have regarding component production?

What challenges does TSMC face in response to lobbying for diverse supply chains?

How does the bifurcation between the US and China create opportunities according to the text?

What role do chiplet-based processes play in the future of chip manufacturing?