Great piece and good to see someone in the VC world paying attention to this major event taking place. I think noting that companies like huawei have overordered by 600mm chips this quarter is insane.

IC part lead times for almost all he startups are increasing. Risk buys are essential. Having a extremely close manufacturing partner relationship is critical.

We are also seeing this cascade into other parts of the supply chain for non-ic components where prices are increasing.

In other words — total shit show.