It’s getting complicated for investors in semiconductors, with last year’s big chip shortage morphing into an inventory glut for some companies, and others getting caught up in geopolitics.
Rattled by the most recent wave of strict Covid lockdowns in China, the long-time manufacturing hub of choice for multinationals, CEOs have been highlighting plans to relocate production.
A look at how supply chains have been disrupted by the war in Ukraine, along with tips on how to mitigate the conflict's impact with the help of artificial intelligence and analytics.