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  • S_x96x_S

    addikt

    (gyártás) Ha helyreállnak a gyártási kapacitások, akkor jöhet az árverseny! ( talán jövőre ~ 2023 )
    Mellékesen a chiphiány az alaplapokat is érinti.
    Reménykedek ...
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    Global chip shortage may soon turn into an oversupply crisis
    Only companies investing in advanced semiconductors will see their margins increase ( --> TSMC )
    https://asia.nikkei.com/Opinion/Global-chip-shortage-may-soon-turn-into-an-oversupply-crisis

    "
    All in all, chip shortages will ease slightly in 2022 with more production in Asia, but a massive wave of new supply will be on stream in 2023. Given that the bulk of that production will only be for mature node semiconductors, only higher-end chips will face shortages.

    Of course, another potential bottleneck for the entire industry is the supply of vital rare earths and other raw materials needed to manufacture the semiconductors themselves, which could be in jeopardy as a result of rising geopolitical tensions.

    Other uncertainties include climate change and the need to meet various emissions targets, which are bound to affect the production of semiconductors as well, and any resulting upward pressure on energy price"

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