If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brilliance of hosting Equity Mates means they can invite experts to explain this fascinating world to all of us, so we might understand it, and the investing opportunities a little bit better! First they welcome Patrick Penfield – a Professor of Supply Chain Practice at Syracuse University, Whitman School of Management – to talk about the basics of semiconductors, the changing landscape, the current supply crunch and what he thinks the future of the industry will look like.