For a general overview of the current circumstances in the semiconductor industry, the following podcast from Odd Lots is excellent. The guest Stacy Rasgon is a key analyst covering the semi space.
This podcast is from this week.
https://podcasts.apple.com/au/podcast/stacy-rasgon-on-how-the-global-chip-crisis-may-be/id1056200096?i=1000535508910
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