Intel, NVIDIA, and TSMC executives predict that the global semiconductor shortage will continue throughout 2021, and the worst forecast will continue after 2023.
Semiconductor supply in the first quarter of 2021
Intel, Nvidia, TSMC execs agree: Chip shortage could last into 2023 | Ars Technica
https://arstechnica.com/gadgets/2021/04/intel-nvidia-tsmc-execs-agree-chip-shortage-could-last-into-2023/
Nvidia warns the great GPU shortage will continue throughout 2021 --The Verge
https://www.theverge.com/2021/4/15/22385261/nvidia-gpu-shortage-rtx-3080-warning-comments-2021
Chip manufacturer TSMC warns shortages could continue through 2022 --The Verge
https://www.theverge.com/2021/4/15/22385240/tsmc-chip-shortage-2022-intel-ceo-earnings-graphics-cards-cpus-gpus
Sales of Fab Tools Surge to Over $ 71 Billion in 2020
https://www.anandtech.com/show/16620/sales-of-fab-tools-surge-to-over-71-billion-in-2020
IT news media such as Ars Technica and The Verge reported in interviews with Intel CEO Pat Gelsinger, TSMC CEO Wei, and NVIDIA CFO Collet Cress. From, only the answers to the questions about 'semiconductor shortage' are extracted and compared. Although there were differences in the forecasts of the three executives of this global semiconductor manufacturer, they all have in common that they will continue in 2021.
In an interview with The Washington Post, Intel CEO Gelsinger said he has two $ 20 billion factories in Arizona to meet increased production of vehicle chips, especially those suffering from silicon shortages. He mentioned that he announced a plan to establish a new plant (PDF file) and said, 'We will increase production within 6 to 9 months.' However, 'It will take several years to establish full-scale production capacity.' 'The chip shortage will continue after 2022,' he said.
Like CEO Gelsinger, TSMC CEO Way is pessimistic. Wei told Bloomberg , 'By 2023, we want to provide more capacity to support our customers. By that time, the supply shortage will gradually disappear.' He commented, 'At least during 2022, the chip shortage will not be resolved, and it is possible that it will finally be resolved in 2023.'
NVIDIA's CFO Cress was more optimistic than the two. In a report on the financial outlook for the first quarter of 2022 to investors, CFO Cress said, 'We expect demand to outpace supply for most of 2021, but first quarter of 2022. Since then, we believe we can provide enough supply to support continued growth. ' In other words, the semiconductor shortage is expected to be gradually resolved by the end of 2021.
Amid the global shortage of semiconductors, there is a widespread movement among chip makers in each country to introduce new manufacturing equipment to increase production capacity. According to a report by SEMI , an industry group of the semiconductor manufacturing industry, the investment amount of semiconductor manufacturing machines worldwide will be from $ 59.75 billion in 2019 to $ 71.19 billion in 2020. It increased by 19% to (about 7.75 trillion yen). Looking at the amount of investment in 2020 by country, China has $ 18.72 trillion (about 2.3 trillion yen, up 39% from the previous year), and Taiwan has $ 17.15 billion (about 1.87 trillion yen,). Korea is $ 16.08 billion (about 1.75 trillion yen, up 61% from the previous year), Japan is $ 7.58 billion (about 825 billion yen, up 21% from the previous year) ), China has overtaken Taiwan, which was the leader in 2019, and South Korea is chasing it.
Meanwhile, in the United States, parliamentary hawks have insisted that 'China's semiconductors should be restricted,' and there is widespread argument that 'a sales license should be required for Chinese chips designed under the 14nm process.'
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in Hardware, Posted by darkhorse_log