42 min
Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse Odd Lots
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- Investing
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry that's lost out significantly is cars, as automakers are still cutting production due to an inability to source chips. On this episode, we speak with return guest Stacy Rasgon, a Managing Director and U.S. semiconductor analyst at Bernstein to discuss the current state of the industry, and why things are still so messed up.
See omnystudio.com/listener for privacy information.
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry that's lost out significantly is cars, as automakers are still cutting production due to an inability to source chips. On this episode, we speak with return guest Stacy Rasgon, a Managing Director and U.S. semiconductor analyst at Bernstein to discuss the current state of the industry, and why things are still so messed up.
See omnystudio.com/listener for privacy information.
42 min