The complex problems behind the current worldwide chip shortage boil down to two basic factors: The pandemic limited chip manufacturing, and demand now outpaces supply.
It will take time for the chip supply to normalize and the effects of the shortage to correct throughout the manufacturing and distribution processes of technology products. Unfortunately, it won’t happen at the speed most experts predict or promise.
Most of the questions I get from technology reporters and analysts these days relate to the chip shortage, specifically the effect of the chip shortage on the cloud computing market. Here are brief summaries of my observations.
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