Episode Details

The global chip shortage is far from over, with demand outpacing supply and hitting everything from cars to smartphones. A recent earthquake in Taiwan—home to key chip manufacturing—has added fresh uncertainty to an already fragile supply chain. Carmakers are slowing production, gadgets are delayed, and prices are climbing. While some relief may come soon, experts warn the crisis won’t vanish overnight due to geopolitical tensions and the massive time and money needed to build new factories. The long-term fix? More diversified manufacturing—with major bets on U.S. and European production. This is a complex, multi-year challenge we’re still navigating.

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