The shortage of chips in the semiconductor industry seems to have eased recently. Various information shows that after entering 2022, the gap between supply and demand has been narrowing, and the pressure on the supply chain will be further eased in the second half of 2022. However, this does not mean that the world has come out of the chip shortage problem that has plagued the industry for two years. At least in the view of ASML, one of the world’s most important semiconductor equipment manufacturers, the supply speed of production equipment has not kept up with the rhythm of the market. The demand for semiconductors is generally greatly underestimated, whether, in terms of technology, market, or geography, it is likely to be affected for a long time.
Image: Intel
Recently,
Intel CEO Pat Gelsinger
accepted an interview with the media about the chip shortage in 2023 and beyond, he said the shortage of chips is expected to continue until 2024 due to a lack of sufficient semiconductor production equipment. “
That’s part of the reason that we believe the overall semiconductor shortage will now drift into 2024, from our earlier estimates in 2023, just because the shortages have now hit equipment and some of those factory ramps will be more challenged,” Gelsinger said.
From Pat Gelsinger’s talk, Intel’s view on the shortage has a similar angle to ASML’s previous ones. In fact, Pat Gelsinger said at the beginning of the year that restrictions across the semiconductor ecosystem would continue until 2023. In addition, Pat Gelsinger believes that Intel’s situation is better than most of its peers, because it has the production capacity to meet the production needs of most products, and at the same time can combine the foundry business for flexible allocation, which is part of Intel’s structural advantages.
