I'm more inclined to believe TSMC and Intel than Cisco. They're closer to the problem. "actually we see that demand continued to be high and the shortage will

I'm more inclined to believe TSMC and Intel than Cisco. They're closer to the problem. "actually we see that demand continued to be high and the shortage will continue throughout this year and may be extended into 2022 also." C. C. Wei, TSMC CEO "We expect it will take a couple of years for the ecosystem to make the significant investments to address these shortages." Pat Gelsinger, Intel CEO Also, this is a deeply technical topic where BBC should cite engineers and industry veterans, not Dan Ives from Wedbush Securities.