The world was in the early throes of a mysterious pandemic, which first obliterated demand then super-charged internet and mobile computing when economies regained their footing. Like most every chip designer on the planet, Qualcomm outsources production to Asian companies, foremost among which are TSMC and Samsung Electronics Co. Some industry observers blame their predicament on near-sighted planning and under-estimation of a post-Covid rebound in auto demand. And people’s desire to travel will explode after the pandemic.”It’s anybody’s guess when production will catch up with demand. Many auto companies shut down manufacturing and their suppliers re-prioritized,” said Mario Morales, an analyst with IDC.

Source: Wall Street Journal February 07, 2021 18:33 UTC