Invesco Canada blog

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Who ate all the chips? Taking a closer look at the semiconductor supply chain.


September 15, 2021
Subject

Supply chains have rarely been in the public consciousness as much as they are presently. In particular, the shortages afflicting the global semiconductor supply chain have been common fodder for headlines this year. The pandemic shutdowns and spiking demand from the sharp economic recovery has strained even the most sophisticated, resilient supply chain. But for semiconductors, there is a flourishing underlying trend that is driving the shortages and pushing investments all through the industry.

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