The semiconductor chip crisis: How we got here
Implications and long-term management of the semiconductor shortage.
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David East is currently a Senior Director at Moody’s Analytics and has worked in the cross-border investment field for over 20 years. He initiated the concept and developed the only global database tracking both Greenfield FDI projects and cross-border M&A deals - Orbis Crossborder Investment. His main areas of expertise are on corporate globalization trends and comparisons of location competitiveness and how governments and corporations can use data to inform their FDI activities. David is regularly invited to participate at international FDI events as a moderator, panelist and as a trainer.
Implications and long-term management of the semiconductor shortage.
Global value chains (GVCs) are experiencing a de-globalization and decoupling trend, and determining its impacts on trade systems and industry status is key.
Advances in production technology and a trend towards shorter supply chains make a return to “business as usual” highly unlikely.