The Truth About Chip Shortages
Semiconductor Inventories Surge Despite Shortages
By Bolaji Ojo
Two years of supply chain disruptions have shifted the balance of power from buyers to sellers.
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Surviving the Semiconductor Supply Chain Crisis
By Robert Hollingsworth
Companies with deep pockets are stockpiling components as a hedge against future shortages, in essence hoarding devices.
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Who’s Driving — and Crashing — My Robocar?
By Junko Yoshida
The question of driver accountability is muddied in the age of autonomous vehicles.
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Silicon Screen Descends on Russia
By George Leopold
The West’s technology blockade of Russia is also aimed at Chinese chipmakers skirting technology restrictions.
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The Turing Dilemma in Machine Learning
By David Benjamin
The machine brain can’t deviate from its program or think up new stuff. If it is a mind, it’s a mind that can’t wander.
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CMO at ADB. Leading ADB's growth by delivering system solutions to digital entertainment and communications businesses driven by the wide availability of multi-gigabit broadband
2 年Dear Junko, the surge you report in inventory levels is quantified in $. Accounting rules say that you have to re-evaluate the value of the inventory based on latest prices. So, the reported increases may just be due to price adjustments, not to increased volumes. In fact, we've seen price increases that go way beyond the inventory increases you report, so it's almost certain that the inventory volumes have in fact decreased. Be careful not to draw conclusions too fast based on inventory values.
Sr Manager, Software Systems at ADI | EMBA
2 年Junko Yoshida looking forward to your new adventure and to read this report!