Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 16 September 2021
⏱️ 45 minutes
🧾️ Download transcript
Summary
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry that's lost out significantly is cars, as automakers are still cutting production due to an inability to source chips. On this episode, we speak with return guest Stacy Rasgon, a Managing Director and U.S. semiconductor analyst at Bernstein to discuss the current state of the industry, and why things are still so messed up.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Odlots is brought to you by Apollo. When it comes to building and financing stronger businesses, |
| 0:05.1 | Apollo does the heavy lifting by providing customized capital solutions. Apollo, investing in |
| 0:10.2 | tomorrow, today, learn more at Apollo.com. The world needs solutions. On October 24th at the |
| 0:16.5 | London edition of the Bloomberg Technology Summit, join leaders, innovators, and entrepreneurs |
| 0:21.0 | to discuss technologies that are poised to solve our most pressing global challenges. |
| 0:26.3 | From reducing CO2 emissions and making cities more livable to affordable health care and |
| 0:31.2 | combating food insecurity, executives from Deliveroo, Siemens, Graphcore, and more will examine |
| 0:36.8 | where tech innovation can take us. Learn more at BloombergLive.com slash tech summit 2023. |
| 0:43.1 | Hello and welcome to another episode of the Odlots podcast. I'm Joe Weisenthal. |
| 1:00.8 | And I'm Tracy Alloway. So Tracy, you know, obviously all year, we've been talking about inflation |
| 1:08.2 | and supply chain issues and shortages. But one of the first areas that we really started talking |
| 1:15.0 | about was the head to do with the disruptions in semiconductors. Yeah, I think this was like |
| 1:21.6 | our entry into global supply chain issues. We started talking about semiconductors and this idea |
| 1:28.7 | that there was a shortage of these chips that were needed for all sorts of things. And I think, |
| 1:33.5 | you know, if you are of a certain age or generation, you tend to think of semiconductors as something |
| 1:39.4 | that goes into a computer. But of course, nowadays they show up in phones, in, you know, |
| 1:45.2 | things like refrigerators and of course, cars as well. Just almost every major appliance now seems |
| 1:51.0 | to have some sort of chip embedded in it. Right. And we did like a six episode series, I think |
| 1:58.9 | earlier this year about chips. But the chip story, even though we haven't talked about as much |
| 2:04.5 | lately, it really hasn't gone away. And I think I just saw last week, there was a story about some |
| 2:09.8 | chip manufacturer in Malaysia reducing production. They're pretty regular stories, you mentioned |
| 2:16.0 | automobiles about car companies still not being able to get an adequate supply of chips and thus |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.