counterpoint podcast ep 56 foundy capacity expansion oversupply

Podcast #56: Foundry Capacity Expansion Easing Chip Shortage, But Weakening Demand Can Cause Oversupply

The global semiconductor components shortage has been in the news since the start of the COVID-19 pandemic. Trade tensions between the US and China…

counterpoint podcast geopolitics

Podcast: US, India Look to Reshape Manufacturing Landscape

The geopolitical tensions between the US and China disrupted supply chains after sanctions against ZTE and Huawei. The global pandemic and lockdown…