Hi everyone! This is Cheng Ting-Fang, your #techAsia host for this week, waving hello from Taipei.
We are living through an inflationary era for almost everything, be it consumer electronics or real estate, and supply chain bottlenecks have become one of the biggest headaches for industries ranging from AI chips to petrochemicals, the building blocks of a long list of electronics materials.
The causes are piling up: AI demand has been squeezing just about every corner of the tech supply chain for months, pushing up prices of memory chips, substrates and advanced packaging. More recently, the Iran war has led to the blockage of the Strait of Hormuz, disrupting shipments of oil, gas and industrial inputs.
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