Government Handout? Electronic Prices: Weak or Strong? Long-Term Impact of the Chip Shortage. Who gets the blame?

    The Chip Insider®
    June 25, 2021— Strategy and Tactics: Government Handout? Electronic Prices: Weak or Strong? Long-Term Impact of the Chip Shortage. Who gets the blame? WildPhotons: Success is not counted by...
    G. Dan Hutcheson G. Dan Hutcheson
    Summaries:
    Is government aid to the semiconductor industry a handout? This is a question I keep getting asked. I do believe it is NOT a handout, given the funds are handled appropriately. Let's see if you agree... The key to success is for government to be a catalyst for commerce, not a substitute. And the process varies. Sometimes you pay for something like a bridge or a fighter plane. Sometimes you fund it. The importance is that if the catalyst is enough to start a process of emergent behavior, business will do the rest once a fertile ground for it to take risks is there

    Comments, Questions & Answers:
    Are Electronics Price Trends Weak or Strong? Hi Dan, Last week you wrote about electronics prices being weak, but in the Wall Street Journal wrote the opposite. What's the difference? -There's a big difference. It's the difference between ... What's really interesting is the comment about component cost rises driving list prices up because it creates a supply-demand pressure front... The good news is that the semiconductor industry is not ...

    Long-Term Impact of the Semiconductor Shortage? Dan, Do you think there will be long-term impacts of the Auto IC shortage? Will governments stay attentive to the importance of the semiconductor industry or will they fall back to sleep like they did after Japan's threat subsided? Will there be a geopolitics of semiconductors? - The geopolitics of 19th Century was mostly about ... The 20th Century about ... the 21st Century would be control of the internet and semiconductor manufacturing... And all but one realized they were decades behind the game... That one was China, which saw it coming long before anyone else.

    Maxim: After the blame fingers stop pointing sideways, they point down to the supply chain. But who benefits is a real surprise. What's behind the real media mastery of how the auto industry was able to change the conversation by playing the victim and pointing down to their suppliers.

    Government Handout? Electronic Prices: Weak or Strong? Long-Term Impact of the Chip Shortage. Who gets the blame?


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