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How the semiconductor shortage may play out

Secular trends and the deflationary characteristics of technology should help to keep semiconductor companies booming

Daniel Newman is the principal analyst at Futurum Research, which provides or has provided research, analysis, advising or consulting to Nvidia, Marvell, Intel, Qualcomm, Lattice, Micron, Samsung Semiconductor and dozens of other companies. Neither he nor his firm holds any equity positions in companies cited.

The world has been made aware of the critical importance of a resilient supply chain on our global economy. Covid-19 put a plethora of deficiencies into focus. The war in Ukraine only increased that. And largely, we are hearing an array of opinions as to when these issues may be rectified.

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