The technology sector’s rise in relevance, utility, and power in our lives and the international landscape has been increasingly self-evident over the 21st century. The past decade saw once-charming upstarts become behemoths who drew scrutiny from a wide range of critics. And the COVID-19 pandemic has only grown the sector’s salience and our dependence on their products, heightening the contradictory position. As we emerge from that pandemic with the rising awareness of this dependence, there are tons of questions about what happens next, which the Big Tech Ticket will address. James Rogers, a journalist with more than two decades covering the tech industry, will be the host of the Big Tech Ticket. The show will feature interviews with experts, decision makers, academics, and executives in the field, and will appear on Wednesdays.
Episodes
Wednesday May 26, 2021
Semi Shortage And Supply Chain Risks and Opportunities, With Bindiya Vakil
Wednesday May 26, 2021
Wednesday May 26, 2021
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
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