News Analysts Predict End is Near for Global Chip Shortage

[Admin]

An analyst report suggests the global chip shortage could ease by the end of 2022, as measures already taken come to fruition.

Analysts Predict End is Near for Global Chip Shortage : Read more

 

[InvalidError]

In 2020, they said things will be better in late 2021. In late 2021, they said things will get better in late 2022. In mid-2022, they say things MAY ease in late 2022.

In other words: we're still most likely screwed until late 2023 as I predicted in 2020. There is no reason to expect things to get significantly better until most of the new fabs and expansions announced in 2019-2021 are ready for volume production in 2023-2024.

 

[btmedic04]

I'm taking bets now on which will happen first: the chip shortage ends in 2022, or world war 3 begins 🤣

I'm leaning more towards WW III

 

[thisisaname]

Fall in demand rather than rise in supply will fix it?

 

[mattfys47]

note that this isn't accurately reported. China's semiconductor industrial capacity is rather low. China's been attempting to produce chips for years, but hasn't had much success.
Taiwan as a seperate country, produces 65% of the global supply in 2020-21.
China has been poaching a lot of the Taiwanese engineers in recent years trying to get into the market, and are making progress but are still a long way behind.
You need to be more accurate in the reporting!!

Semiconductor foundry market share by region 2024 | Statista

In 2024, it is expected that Taiwan alone will account for 70 percent of revenues generated by the global semiconductor foundry market, with most of this coming from Taiwan Semiconductor Manufacturing Company (TSMC).

www.statista.com

 

[mattfys47]

https://www.cnbc.com/2021/03/16/2-c...rld-depends-on-taiwan-for-semiconductors.html

 

[KyaraM]

Didn't they say that since at a year? Closer to two at this point? Besides, just read that TSMC seems to struggle with their new node. Kinda doesn't bode too well honestly...

 

[InvalidError]

Didn't they say that since at a year? Closer to two at this point? Besides, just read that TSMC seems to struggle with their new node. Kinda doesn't bode too well honestly...

Intel struggled with making 10nm work using DUV for almost a decade. TSMC running into issues going beyond N5 wouldn't be too surprising as that is where EUV starts needing some of the same tricks DUV needed to push it beyond 22nm.

At N2-N3, you are working at atomic-scale precision. Not running into a couple of new brick walls along the way would be the more surprising outcome.

 

[saltweaver]

What about the war? How will affect chip manufacturer's market and on the end on the line, their price ?

 

[KyaraM]

What about the war? How will affect chip manufacturer's market and on the end on the line, their price ?

That was already covered at the start of the war, since chip production relies on Neon gas for their lasers and Ukraine is one of their major suppliers. It can be supplied from other sources, plus, they built up reserves. It shouldn't have much of an impact. Also, Russia never was a big market, so it won't hurt them much.

 

[chalabam]

In 2020, they said things will be better in late 2021. In late 2021, they said things will get better in late 2022. In mid-2022, they say things MAY ease in late 2022.

All the printed money guarantees that prices will settle on a higher level that they had previously.

 

[Cokguy223]

In 2020, they said things will be better in late 2021. In late 2021, they said things will get better in late 2022. In mid-2022, they say things MAY ease in late 2022.

In other words: we're still most likely screwed until late 2023 as I predicted in 2020. There is no reason to expect things to get significantly better until most of the new fabs and expansions announced in 2019-2021 are ready for volume production in 2023-2024.

That's simply not even true and nobody cares what "you predicted", some random person on the internet.

Here we have in EARLY 2021 TSMC stating shortages would continue in to 2023. Your narrative decimated.