This Is What It Will Take to Fix the Semiconductor Shortage

The transcript discusses the progress and partnerships in the supply chain, highlighting significant growth from 4-5% to nearly 20% last year. Despite this, supply shortages are expected to persist through 2023. The industry, valued at half a trillion dollars, is projected to double in the next 8-10 years. This view is widely accepted, not just by Tom Caulfield. While improvements in non-memory components are noted, some areas lag behind expectations.

How has the growth rate changed from previous years to last year?

What challenges does the industry expect to face in terms of supply shortages through 2023?

What is the significance of the industry being a half a trillion dollar industry?

What is the expected growth rate of the industry over the next 8 to 10 years?

What improvements are expected in the supply chain for non-memory components?