The CEO of Intel believes that the semiconductor shortages will persist until 2024.
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shaga
But of course 🙂
Maddness
OMG, there's a beer crisis 😱
Oh thank God, it's only PC parts, phew that's a relief. 😀
TheDigitalJedi
Kaarme
Considering Intel has its own fabrication plants, I imagine Pat Gelsinger was full of epicaricacy when giving this prediction and thinking of the situation Intel's competitors find themselves in.
TheDigitalJedi
Maddness
TheDigitalJedi
lukas_1987_dion
Why there is no alcohol, cigarettes and drugs shortages.. Plenty of stuff that can kill you and it never ends, but actually useful stuff? Nah.. lol
TheDeeGee
And in 2024 they will say the shortage lasts untill 2028.
Shortage isn't even the problem right now, it's the insanely inflated prices of GPUs and High-End CPUs.
Horus-Anhur
2020 and 2021 were great for chip manufacturers, as they could increase price with little pushback from consumers.
The pandemic, working and studding from home, were great excuses to raise prices and increase profit margins.
So these companies are now struggling to find reasons to keep these inflated prices and absurd profit margins.
lukas_1987_dion
All just excuses.. They're all just used to higher prices and making extra profit.. disgusting reality.
fantaskarsef
If Intel would have fixed their own efing fabs in time they could easily score a big W here.
But they didn't. I guess it wasn't Pat's fault, but they should definitely see it that way internally.
alanm
"This is also owing to a shortage of equipment for rapidly expanding manufacturing capabilities. However, if you do not increase your plants, you will be unable to fulfill the demand. Previously, it was not anticipated that production equipment would become limited...."
alanm
Embra
Perhaps cell phone manufacturers could skip a year of silly minor updates on there phones, to help with chip supplies.
................. Oh what, that will not happen. Got to have the latest and greatest.
H83
schmidtbag
Well considering Intel is mooching off TSMC, they are in full control over whether there will still be a shortage. Intel can just keep making contracts to limit what the competition can do, regardless of whether they even sell all that product.
While I agree with your sentiment, phone SoC dies are small enough that you can fit a lot more product on a single wafer. A large chunk of them are also made on fabs other than Intel's or TSMC's, and those seem to be the only two delivering next-gen PC parts.
The good thing is, the fad of having the latest and greatest phone is starting to die. It's no longer the same statement of your social status or wealth like it once was (thank god...)
Venix
Danny_G13
Danny_G13