AMD CEO Lisa Su said, 'Semiconductor shortages will begin to disappear in the second half of 2022.'

'The situation will continue to be tough in the first half of 2022, but it will not be serious in the second half,' said Lisa Su, CEO of AMD, the world's leading semiconductor company.

AMD CEO Lisa Su says chip shortage likely to end next year
https://www.cnbc.com/2021/09/27/amd-ceo-lisa-su-says-chip-shortage-likely-to-end-next-year.html

AMD's Lisa Su Expects the Chip Shortage to Continue Until at Least Mid-2022 --ExtremeTech
https://www.extremetech.com/computing/327652-amds-lisa-su-expects-the-chip-shortage-to-continue-until-at-least-mid-2022

AMD's Lisa Su is optimistic that chip shortage will improve in late 2022
https://www.nme.com/news/gaming-news/amds-lisa-su-is-optimistic-that-chip-shortage-will-improve-in-late-2022-3058141

The global shortage of semiconductors, which originated from the pandemic of the new coronavirus, has severely affected the production of all products containing electronic devices such as automobiles , home appliances , game consoles, and smartphones. It has been reported that the global semiconductor shortage has been uncertain since the beginning of 2021, but it has worsened since then, and in August 2021, the lead time from semiconductor ordering to delivery will be three to four times longer than usual. It was reported that it reached an unusual length of '26.5 weeks'.

Semiconductor shortage continues to worsen, lead time finally exceeds 20 weeks-GIGAZINE

Under these circumstances, AMD CEO Lisa Su said in a technology conference ' Code Conference 2021 ' held in Beverly Hills, California on September 27, 2021, 'Semiconductor shortage will begin to be resolved in the second half of 2022. It will be. '

CEO Sue claims that several semiconductor plants, which were decided to be built during the 2020 pandemic, will be operational by the second half of 2022. 'Investment in semiconductor factories began in 2020. It will probably take 18 to 24 months, and in some cases even longer, to build a new semiconductor factory,' he said. I showed the prediction that will be resolved one by one.

This global shortage of semiconductors is due not only to the decline in supply, but also to the “increased demand” for PCs and game consoles due to the demand for nesting due to pandemics. Regarding this demand issue, Sue said, 'Pandemic has taken semiconductor demand to a new level,' and the United States' 'Creating Helpful Incentives' will invest $ 52 billion in the domestic semiconductor manufacturing industry. He said he would support 'to Produce Semiconductors.'

On the other hand, ExtremeTech, an IT news media, claimed that the semiconductor industry had predicted that 'the demand for pandemic nesting is only temporary, and will subside after overheating', and the demand and supply related to semiconductors. He pointed out that it is difficult to predict the transition of. As CEO Sue said, semiconductor supply is certainly expected to increase, but as China's completely outlawed crypto asset transaction reduced demand for graphics boards, 'semiconductor supply stabilizes. By that time, demand may be sluggish this time. '

China's largest crypto asset exchange withdraws from mainland China one after another, completely outlawing crypto asset transactions --GIGAZINE

Due to a series of semiconductor shortages, the auto industry has decided to cut production by the end of 2021, and Germany's Opel has announced that it will close a new factory and temporarily lay off 1,300 workers. The Wall Street Journal, a major US economic newspaper, reports that 'some automakers are beginning to review their production plans for 2022.'