Semiconductors aren't normally hot news. However, the recent chip shortage has them front and center—especially since they power the machines that power cloud. In this episode, David Linthicum talks with Deloitte's Brandon Kulik about the state of the semiconductor industry—how it's leveraging cloud to move faster, and how hyperscalers are beginning to manufacture their own chips to meet demand. Brandon also discusses new players in the market and what the future holds for the industry.