The Big Tech Ticket

Semi Shortage And Supply Chain Risks and Opportunities, With Bindiya Vakil


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The semiconductor shortage has caused snarl in a number of sectors, from automotives to tech to appliances, and stands in for wider supply chain issues as the world starts to emerge from the COVID-19 pandemic. While the current focus is on how this might affect inflation and the reopening economy, it also may be an opportunity for key players in our economy to rethink how supply chains should be set up.

On the newest episode of The Big Tech Ticket, James Rogers speaks with Bindiya Vakil, CEO of Resilinc, a supply chain management and monitoring firm. They talk about how we got into the current back-up, how long it might take to unlock, what the risks are in addressing the situation, and how those risks could give way to opportunities with the right focus.

Topics Covered
  • 0:30 minute mark – The background for the current demand outlook in semiconductors
  • 3:00 – What’s making it so acute now?
  • 4:30 – The complexity on the supply side
  • 6:30 – Time horizon for when this gets resolved, and the risks
  • 8:00 – The risk of overbuilding in reaction
  • 10:00 – The risks the shortage poses to the pace of innovation…and the opportunity
  • 12:00 – What is the U.S.’s next move in this area, and how to involve the region
  • 15:30 – The lack of a magic key to unlock all of the supply chain bottlenecks
  • 17:30 – The time to focus on supply continuity
  • 20:15 – Final outlook for solving these issues
  • ...more
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    The Big Tech TicketBy Shortman Studios

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