Analysts Don Kellogg and Roger Entner welcome Leonard Lee and Matt Hamblen to the show. Leonard Lee is the Managing Director & Founder of neXtCurve. Matt Hamblen is the Editor of Fierce Electronics. The topic of discussion is Supply Chain.
0:50: Semi supply chain issues - an update from Leonard.
2:37: Discussing the example of the auto industry.
5:01: The supply chain will be affected by the Russia-Ukraine conflict.
7:00: Roger shares about his article on resilience.
8:56: Intel is trying to build plants in the U.S., how will this affect the supply chain?
13:09: Recent developments with China and IP.
14:18: The chip shortage is a result of policy.
17:07: Comparison of SE Asian company practices and China.
19:47: The importance of resilience and competitiveness.