Investment and expansion have slowed down notably in semiconductor industry over the last 30 years. Even the market is experiencing a great deal of shortage in materials like wet chemicals and rare gases, Lita Shon-Roy says the suppliers are still hesitant to invest too quickly. Ms. Shon-Roy is President and CEO of TECHCET, an advisory company that has followed material supply-chain market for decades. And in this episode of ijiwei Talk, Ms. Shon-Roy shares her observation of the current market dynamics.