From humble beginnings in military applications, the semiconductor industry has been fundamental to all societal growth, and everything that grows exponentially depends on semiconductors.
It is not a gentle industry. Products over two years old are unsellable, and there is either too much supply or none. Semiconductor scarcity can kill companies faster than anything else, and components bought at the wrong price can make a product unsellable.
While the industry's supply channels are incredibly complex, they are also the key to understanding what is happening. A change somewhere in the supply network causes ripples that move backwards and forwards in the network. Because of these propagations, you can predict what will happen in other areas of the supply network, and you can peek into the future.
Your future might be somebody else’s past
The first question in all strategy d…