This is the most precise/concise synopsis of:
- chip shortage 2020-present (synopsis with update on production) with information about that industry’s expected expansion and investment
- autos specifically, including Japan and update on exogenous events
- update on the broader electronics market, inflation, pull-forwards
If you read/watch/listen to 1 thing about Shortages, pick this 19 mins (2 min at the end is a horribly long securities disclaimer)