In the last episode, or Blitz Talk 31, we talked about how the semiconductor shortage happened and how important it is to society.
Why can’t we just scale up production and meet demand? Well, we think it might be a supply chain problem. There are only a few players in the manufacturing of chips which means that the supply chains are NOT diverse.
As one use-case, Apple has one supplier for its semiconductor consumption and that is TSMC, or Taiwan Semiconductor Manufacturing Company. It is the worlds largest semiconductor foundry.
With the disruption that the pandemic has provided, we are realizing how important these chips really are. Countries around the world are taking it more seriously and investing more in creating their own supply chains, like China, and recently the United States.
Join us as we parse through the supply problem that chip makers and chip consumers and why the solution might be public-private partnerships.