In a recent interview with
Fox Business, Micron CEO Sanjay Mehrotra talked about the chip shortage and his views on the current state of the industry.
Sanjay Mehrotra believes that as the semiconductor industry enters 2022, chip shortages will continue to improve in some areas, but some parts will continue to experience shortages and will continue through 2023, while Micron continues to make the necessary investments to meet growing customer demand. In fact, Sanjay Mehrotra said late last year, shipments of DDR5 memory are affected by supply shortages of power management ICs (PMICs) and voltage regulation modules (VRMs), which are not expected to ease until the second half of 2022.
Sanjay Mehrotra pointed out that Asian countries have been supporting their own semiconductor and chip industries in the past few years. In addition, the automotive industry has a great influence on the chip industry and occupies an important position.Regarding the impact of the spread of the COVID-19 epidemic on the semiconductor industry, Sanjay Mehrotra agrees with AMD CEO Dr. Lisa Su and
Nvidia CEO Jensen Huang and said that the COVID-19 epidemic has driven demand from data centers to PCs to smartphones. When more and more people need to work remotely from home, it will allow Micron to invest in advanced technology for a considerable period of time and enter the stage of high-volume production as soon as possible to meet the growing demand of the market.