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For supply chain managers, the COVID-19 situation has served as a wake-up call. Companies have been focusing on minimizing redundancy in sourcing for years in order to lower fixed costs and increase efficiency. Greater efficiency, on the other hand, comes at the sacrifice of flexibility and effectiveness-a trade-off that the pandemic's supply chain interruptions have brutally demonstrated.

Semiconductor stocks may be positioned for a comeback. Harsh Kumar of Morgan Keegan talks more about growth opportunities in the sector and which companies he likes.