Flint 1760
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Re: TSMC to catch up with chip shortage by June
2021/05/09 10:30:32
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Unless Taiwan has a lot of rain soon, fabs there will be shutting down this summer due to the severe drought. This would only exacerbate the problem.
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rjohnson11
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Re: TSMC to catch up with chip shortage by June
2021/05/09 10:32:44
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I've been reading a lot of articles and reports about the shortage. I'm still convinced that the shortage won't recover until next year.
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Flint 1760
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Re: TSMC to catch up with chip shortage by June
2021/05/09 11:16:46
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No, I also don't think it will recover completely for a minimum of eighteen months. There is so much pent up demand for chips across all industries that the flow of chips may go from a slow drip to a drizzle in a year. For people looking for GPUs, it could be deep into 2023 before you will see normal stock and can pick and choose what you want. I really hope I'm wrong, but so far, it seems that this is the way things will be for some time.
post edited by Flint 1760 - 2021/05/09 11:19:20
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BrutalNative
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Re: TSMC to catch up with chip shortage by June
2021/05/09 14:21:59
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I picked a terrible time to build my first PC lol.
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ahsany
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Re: TSMC to catch up with chip shortage by June
2021/05/14 15:24:13
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kevinc313
jkowens22 someone seriously need to make a chip foundry in the US... way too many things in the US depend on one foundry half a world away, at this point it is a national security risk.
There are tons of silicon fabs in the USA. But the most cutting edge contract mfg is TMSC. Intel has fabs in the US.
You mean USA silicon fabs are not upto the mark as TMSC ? how did we not see it as future depends on it !
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Starshine95
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Re: TSMC to catch up with chip shortage by June
2021/05/14 18:44:48
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BrutalNative I picked a terrible time to build my first PC lol.
You and me buddy, you and me. The fact is that I always thought "it's going to get better" but it just got worse... And every time I see a positive article about this situation there's always a "but" or someone saying "actually" and that tiny bit of hope I get from reading "good news" just vanishes.
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TheDrDavid
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Re: TSMC to catch up with chip shortage by June
2021/05/14 18:52:45
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You see good news one day and bad news the next. Hard to get an idea about when things will return to normal.
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theberg13
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Re: TSMC to catch up with chip shortage by June
2021/05/17 00:19:43
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These "agile" supply chains aren't exactly agile when 80% of the global capacity is centered on one location.
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jimbopoppins
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Re: TSMC to catch up with chip shortage by June
2021/05/18 14:02:19
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Gato84 I think the shortage will end at some point this year. I do not if it is just hope or what, but that is what I want to believe.
I'll be absolutely shocked if this happens, I hoep you're right though
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maxknight
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Re: TSMC to catch up with chip shortage by June
2021/05/18 16:25:51
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I predict it will continue for a while. TSMC has been having issue even getting water to run their Fabs. Taiwan is having a water crisis.
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charb
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Re: TSMC to catch up with chip shortage by June
2021/05/20 20:47:08
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The one report I bothered to read was second-hand information about some wall-street business lady analyst who says the markets won't recover to full capacity for something like 18 months or more. It's a REALLY rough situation right now. Things will improve before then, but things won't reach the previous norms until a long time from now.
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jimbopoppins
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Re: TSMC to catch up with chip shortage by June
2021/05/20 23:16:02
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theberg13 These "agile" supply chains aren't exactly agile when 80% of the global capacity is centered on one location.
True, but I think some of the reason the facilities out of the USA was due to the pollution the waste by-product produced.
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GTXJackBauer
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Re: TSMC to catch up with chip shortage by June
2021/05/22 18:50:05
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This was inevitable down the road since not enough fabs were constructed. Maybe they were busy price fixing us the last several years but nope, orange man bad.... Add COVID to the mix which exacerbated the situation with complete shutdowns.......orange man bad....
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Xavier Zepherious
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Re: TSMC to catch up with chip shortage by June
2021/05/23 03:30:05
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they purposely reduced the number of fabs - because a glut of silicon reduces prices drastically - to a point they can barely make money with it because they are out competing each other - to sell excess supply reducing how many they build at one time for a number of years to keep prices relatively high think opec and oil cartels here cut supply and prices rise too much supply and you have cheap oil and the saudi's make less $$$
post edited by Xavier Zepherious - 2021/05/23 03:32:16
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Fatexends
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Re: TSMC to catch up with chip shortage by June
2021/05/24 07:47:30
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With this massive investment to increase the production... Will there be more supply than demand in a couple of years?
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firerain
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Re: TSMC to catch up with chip shortage by June
2021/05/24 09:07:09
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Brad_Hawthorne This is all just a delayed symptom of COVID lockdown last year emptying the supply chain. I wish they'd get back to work and churning out product already. All markets are effected. Try buying lumber at Home Depot lately. Prices are stupid for everything.
Feels like this is only the beginning. I think economy is going to get worse as well. I hope not.
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ysesq
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Re: TSMC to catch up with chip shortage by June
2021/05/24 15:36:37
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hashmeir70
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Re: TSMC to catch up with chip shortage by June
2021/05/24 15:37:30
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Pretty easy to avoid a shortage when the red devil 6900xt is $2500
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Xavier Zepherious
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Re: TSMC to catch up with chip shortage by June
2021/05/24 15:38:56
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Chip manufacturers have started to increase prices due to the global chip storageThe manufacturers include UMC, SMIC, and Power Semiconductor Manufacturing Co. In brief: Electronics pricing might become even worse than it currently is. A new report suggests that some chip manufacturers have increased their products' pricing by 10% to 30% since the start of Q2 2021. Moreover, the prices of IC products have also been significantly increasing, in some cases by dozens of times. With the start of the second quarter of 2021, over 30 companies, including UMC, SMIC, and PSMC, have reportedly increased their products' prices by 10% to 30% due to rising raw material costs. Although TSMC isn't mentioned in the report, the semiconductor company had already done something similar in January 2021, increasing the wafer pricing and terminating discounts. The price increase varies depending on the type of product. For example, signal chain chips increased by 10% to 20%, while memory ICs and power management chips increase by up to 30%. All in all, the price increase averages about 10-20%. The report also mentions that "the prices of some IC products have soared dozens of times," making it harder for small and medium-sized businesses to stay afloat in these troublesome times. If the situation doesn't improve over the coming months, some of these businesses will likely go bankrupt. Prices of products should also increase proportionally to the number of chips it uses. If a product only uses a power management chip, the increase shouldn't be that noticeable. However, if it uses multiple chips that have become more expensive, it's only logical to see a more significant price bump. The ongoing chip shortage has been devastating to the electronics industry. PC components, TVs, cars, consoles and other products have already been severely affected, but Sony and AMD's CEO hope the situation will improve this year. The ongoing chip shortage has been devastating to the electronics industry. Cars, PC components, TVs, consoles, and other products have already been severely affected, but Sony's and AMD's CEO hope the situation will improve this year. https://www.techspot.com/...prices-due-global.html
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OhmicFutility
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Re: TSMC to catch up with chip shortage by June
2021/05/25 22:09:51
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With regard to the question posted by OP… the answer is industry dependent. The auto industry shortage was caused by misallocation of fab resources due to a temporary drop in demand caused by the initial pandemic wave. That misallocation could not be initially resolved as the throughput had already been sold to make different chips. Now the allocation has been resolved to pre-pandemic levels. Chip shortages not related to misallocation… but rather due to skyrocketing demand cannot be so easily resolved. Those require new fabs to be constructed or demand needs to settle to pre-pandemic levels. The latter has not happened, which means the long process of waiting for increased manufacturing capacity is the only solution. That will take far more time. Unfortunately for everyone looking for a new GPU... these shortages fall under the latter category.
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novablinkicelance
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Re: TSMC to catch up with chip shortage by June
2021/05/25 23:17:57
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I sure hope so. I'll be in the market for a new car later this year.
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GTXJackBauer
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Re: TSMC to catch up with chip shortage by June
2021/05/28 04:00:03
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Taiwan is experiencing a spike in new COVID-19 cases since around May 10, sending more of the country's workforce on home-isolation or quarantine. Most countries hit by spikes in COVID cases have had to institute lockdowns to curb spread of the disease. For Taiwan, this means either factories being shut, or working under-capacity. The prospects of both of which could horrify TSMC's clientele that include AMD, Apple, Qualcomm, and Intel. Pat Gelsinger last week stated that the company received its first 7 nm wafers from TSMC, and could be exploring the fab for its next-gen products. Here we go again...
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Dyz79
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Re: TSMC to catch up with chip shortage by June
2021/05/28 08:31:42
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Hopefully this shortage ends soon
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jimboslice81
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Re: TSMC to catch up with chip shortage by June
2021/05/28 08:48:46
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It takes at least 6 months from the time they begin the process of creating any IC, to when the product is sealed in a box and shipped out for resale. There is no quick turn-around, and all leading-edge fabs are operating at capacity. I think it'll be a few years until more EUV equipment comes online for leading-edge nodes and supply really catches up with demand. Not saying the current extreme shortage/demand will continue for years but there will still be constraints for a long time
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garbage-79
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Re: TSMC to catch up with chip shortage by June
2021/05/28 08:53:48
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I seriously doubt this hole mess will end very soon. Holiday season will be a nightmare.
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Xavier Zepherious
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Re: TSMC to catch up with chip shortage by June
2021/05/31 04:45:58
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Intel confirms chip shortage will take it years to fix Gelsinger talks about the explosive growth in semiconductorsIntel CEO Kicking Pat Gelsinger said it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas, including consumer electronics. Pat Gelsinger told the virtually gathered throngs at the Computex trade show in Taipei that the work and study from home trend during the COVID-19 pandemic had led to a "cycle of explosive growth in semiconductors" that has placed huge strain on global supply chains. "But while the industry has taken steps to address near term constraints it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components." Gelsinger had previously said that the shortage was going to take “a couple of years” to abate, and that it planned to start producing chips within six to nine months to address shortages at US car plants. Intel announced a $20 billion plan in March to expand its advanced chip manufacturing capacity, building two factories in Arizona and opening its plants to outside customers. "We plan to expand to other locations in the US and Europe, ensuring a sustainable and secure semiconductor supply chain for the world", Gelsinger said, without elaborating. Meanwhile, Logitech Chief Executive Bracken Darrell told Swiss newspaper Finanz und Wirtschaft, that the chip shortages will last at least six months with some industries facing shortages of up to a year. "Like others, we have felt the shortages, but we have been able to cushion them well. It takes time to ramp up production but, in the meantime, prices have also adjusted",Darrell said. The computer peripheral maker has used new suppliers for some parts, Darrell said, as in some cases its main suppliers did not have enough capacity. https://www.fudzilla.com/...l-take-it-years-to-fix and the news keeps on re-affirming the fact we are gonna see high prices , shortages and scalping it's not a bitcoin problem it's a demand problem - too much with not enough supply it takes time to ramp up resource mining and supplies(chemicals equipment,minerals,water), for chipmaking it's just not a sand issue
post edited by Xavier Zepherious - 2021/05/31 04:50:52
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mercIE
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Re: TSMC to catch up with chip shortage by June
2021/05/31 05:26:44
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Hopefully Taiwan can control the outbreak, they prevented any major outbreaks from spreading last year.
post edited by mercIE - 2021/05/31 05:29:39
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nuky89
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Re: TSMC to catch up with chip shortage by June
2021/05/31 08:33:38
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One day i will get my 3080 :(
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Puddles.
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Re: TSMC to catch up with chip shortage by June
2021/05/31 10:17:57
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rjohnson11 I've been reading a lot of articles and reports about the shortage. I'm still convinced that the shortage won't recover until next year.
I'm inclined to agree. Maybe even 2023 before things get to a reasonable level.
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Temet Nosce
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Re: TSMC to catch up with chip shortage by June
2021/05/31 15:52:57
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If we're waiting for factories to come online it could be even longer than that, from recollection the new ones in Arizona aren't due to start producing till 2024.
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