Chip shortage may be an illusion, hedge fund CIO tells FT
SumitGup · x · 2026-11-01
A North American hedge fund's chief investment officer told the Financial Times that "investors are waking up to the fact that the chip shortage may be an illusion." Component demand "should not be soft right now, in this part of the cycle," suggesting real demand across the compute supply chain may be weaker than assumed.
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