Adam Kos As the news continues to mount, the current supply chain crisis will not last for months, but likely for years to come. Stabilizing the situation is quite difficult and customers are always looking for new products. So all manufacturers have problems, Apple, Intel and others.
Brandon Kulik, head of the company's semiconductor industry department Deloitte, he said in an interview for Ars Technik, that: “the scarcity will continue indefinitely. Maybe it won't be 10 years, but we're definitely not talking about quarters here, but long years.'' The whole semiconductor crisis puts a heavy burden on economic growth. In addition, the Wells Fargo division thinks it will limit US GDP growth by 0,7 percent. But how to get out of it? Quite complicated.
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Yes, the construction of a new factory (or factories) would solve it, which is "planned" not only by TSMC but also by Samsung. But the construction of such a factory costs between 5 and 10 billion dollars. To this must be added demanding technologies, experts and specialists. As you can imagine, there is a shortage of those too. Then there is profitability. Even if there would be capacity for such production plants now, the question is how it would be after the crisis is over. An eventual 60% utilization means that the company is already losing money. That's why nobody is flocking to the new factories yet.
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Vratislav Holub Intel cancels 30 products
Intel's network components are used not only in servers, but also in desktop and laptop computers. As reported by the magazine CRN, so Intel cut more than 30 of its networking products for purely selfish reasons. So he stops paying attention to the less popular devices and starts directing his attention to the more desirable ones. In addition, the possibility to make the last orders of the products affected by the disruption will only be possible until January 22 next year. However, it may take until April 2023 for your shipment to arrive.
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IBM CEO Arvind Krishna in October as well he said, that even if he expects the crisis to ease, it will last for the following years. At the same time, he called on the US government to do more to support the return of semiconductor manufacturing to the country. Although IBM does not manufacture its chips, it conducts their research and development. In addition, the crisis hit the company especially in the area of servers and storage, when it had to reduce production by 30%.
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Samsung Electronics Co Ltd then at the end of October introduced, that “it is possible that it will be necessary to expect an even longer than originally expected delay in the delivery of components. However, the situation may improve from the second half of next year." Demand for server DRAM chips, which temporarily store data, and NAND flash chips, which are used in the data storage market, should remain strong in the fourth quarter due to expansion in data center investment, while PC manufacturing growth should remain in line with the previous quarter.
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Although supply chain issues could limit demand for some mobile chip companies in the fourth quarter, demand for server and PC chips is expected to be strong in 2022 despite uncertainties. We will have to make do with our smartphones, but we can easily upgrade our computers. That is, unless something changes again.
