Rod Hall
Showing 1–2 of 2 transcripts.
- Goldman Sachs20 min
The Global Chip Shortage: Impact, Outlook and Recovery
Toshiya Hari, Kota Yuzawa, Rod Hall, Allison Nathan
Driven by pandemic-induced demand surges and supply chain bottlenecks that began in early 2020, the global semiconductor shortage peaked in mid-2021 before projections indicate a gradual normalization through 2022. The automotive and consumer electronics sectors faced significant disruption, with the auto industry losing $15–$20 billion in operating profits while hardware giants like Apple and Cisco capitalized on remote-work trends. This crisis has triggered a structural shift toward long-term contracts, government-backed domestic manufacturing investments by Intel and TSMC, and a move away from just-in-time inventory strategies to ensure future supply resilience.
- Goldman Sachs8 min
The Future of Work: What’s Next for Hardware
The event analyzes a decisive shift in enterprise and consumer technology where declining physical hardware demand accelerates migration toward cloud-based infrastructure and home-office capital investments. Key insights detail how 5G networks will serve as strategic broadband alternatives to fiber wiring while emerging mobile scanning capabilities pave the way for near-term augmented reality integration. Traditional IT providers face projected annual revenue declines as service models evolve to include direct residential wireless access in exchange for remote monitoring rights.