Semiconductors - the supply chain and current situation

Did some extensive reading on this. Suggestions and comments welcome.

Would love to track what the industry is doing to come out of the current crisis. Do share what you all are reading.


Read some articles that suggest only the government could help to make it better with proper innovation, on the contrary, the US government is incentivising people to spend thereby worsening the crisis.

By the second quarter of 2022, manufacturers and their suppliers may reach a better understanding of actual demand and inventory constraints, minimizing phantom orders. Suppliers may also have time to invest in expanded capacity in those segments where they expect demand to stay high.

What Everyone Gets Wrong About the Never-Ending COVID-19 Supply Chain Crisis (

Here’s my source.

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This is our Part III


Here’s another read

An Insider Explains the Supply-Chain Crisis - WSJ