The ongoing semiconductor shortage is set to continue for years but is a “fixable” issue that will not plague 5G for its entire lifespan, according to manager of the Neuberger Berman InnovAsia 5G fund YT Boon.
Speaking to Investment Week, Boon explained that demand has rapidly outstripped supply, largely as a result of the acceleration of a "digital lifestyle" caused by global lockdowns. "If you think about how we are now conducting all our meetings digitally, working from home and studying from home, this has supercharged the demand for new devices," he said. "But not just mobile devices - new wi-fi, new laptops, new data centres are required to power all these new online experiences. "At the end of all these are semiconductors. They are the foundation of the digital economy, but with ...
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