Semiconductor: We are in March – April 2020. The whole world is ravaged by the Chinese pandemic in Wuhan. In all countries, factories are closed, shipments are paralyzed and assembly lines are emptied. Nothing works, although in the following weeks and months, in China they begin to get out of the problem and their factories, indispensable for western technology companies, are back to work.
The semiconductor crisis
The chains are resumed, but the consequences are already guessed. Consequences like the future iPhone 12, which for the first time in years will be delayed at its usual post-summer date. Months go by, and although we continue to deal with the Coronavirus, companies are getting back on track. Mobile phones, tablets, 4K TVs, vehicles, video game consoles are reassembled. And all this has among its essential components one piece: semiconductors.
Factories, brands and companies place large orders for semiconductors, but suddenly there are not enough to supply the demand. And so begins a crisis that continues, that continues and that this Christmas will hit us hard, since it joins with others such as energy -now the price of Light is another maximum as historical as it is absolutely UNASSUMABLE by the average citizen-, the pandemic of the Coronavirus and that of the transport of products between East and West.
A semiconductor crisis that we review its origins and consequences in this piece, but of which we continue to ask ourselves the same question: when will it end?
2022 relief, 2023 new balance
Forecasts, like those of television manufacturers, suggest that the situation will be overcome in 2023, an idea shared by the American semiconductor company AMD: “We see a relief in supply in the second half of 2022 to 2023. It is then when we are projecting the normality of the balance between supply and demand ”, the person in charge of Technology at AMD, Mark Papermaster, has indicated to an interview with BusinessLine.
The company, one of the industry’s leading manufacturers of processors, has shared its vision for a market in which competition is growing as chip consumers have begun designing and manufacturing these components. This “high demand for computing capacity” seeks “unique solutions” to end the crisis, which “is creating a space for innovation and specific optimized solutions”, and in it, AMD hopes to have a role among its customers in customization of their own devices.