Intel In a recent interview, CEO Pat Gelsinger made a very bold statement: CNBC With gaming CPU Graphics card The shortage may continue until 2023. While he is weighing This is the first time he has named a particular year in a previous issue.
Gelsinger believes it Semiconductor shortage Those who have plagued the tech industry will see a slight improvement over time, but he believes there is no “supply-demand balance by 2023.” He’s still optimistic about rising PC sales, but he believes this trend will continue.
AMD President and CEO Lisa Su I also agree The shortfall will not be resolved this year, but suggests that it will “improve in 2022.” She also warns that while the situation will gradually improve, it should not be expected to be resolved soon.
Anyway, these forecasts are not concrete as they are based on industry speculation. Therefore, we have to wait for how long this semiconductor shortage actually lasts.
Analysis: What is the cause of the shortage?
General consensus There is a continuous shortage of chips that started with a pandemic. The main reasons for this are the closure of production sites due to health obligations and the significant increase in demand for high-tech products due to the global blockade that forced many workers to work from home.
The total workforce reduction is especially devastating as it affects manufacturers such as TSMC, the world’s largest semiconductor foundry that supplies global tech giants such as AMD, Apple and Nvidia.
China Recently cracked down The same is true for cryptocurrency mining. This can improve GPU availability, but can exacerbate the overall semiconductor shortage. Forced shutdowns are aimed at curbing energy emissions and lowering energy carrier prices, but shutting down energy suppliers directly to manufacturing plants will absolutely lead to CPU and GPU production in the long run. Gives a hit.
https://www.techradar.com/news/intel-ceo-believes-the-cpu-and-gpu-shortage-crisis-will-last-into-2023/ Intel CEO believes CPU and GPU shortage crisis will continue until 2023