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China
Australia
Canada
United States
China
Daddy Elon is secretly smuggling all semi conductors to his mars colony
Kazakhstan
so it isn't supply overweighing demand?
it'll fix itself eventually without a requirement for better innovation?
You missed a crypto boom as well.
Video cards are on average 2x MSRP on anything under a 3090.
Francisco
Yes, also the water limitations in Taiwan are no issue YET, they will affect wafers only on 3-6 months. So things will still get worse.
There is also no simple solution - Taiwan has PLENTY nuclear power for desalination plants, but try to build that in half a year... impossible. Same for shipping water - sounds easy right? But get contracts with another country, and suitable (CLEAN!) tankers and ships to put them on etc. - The supply chain is complex.
Money is not the issue for once, TSMC (or even the Taiwan gov) would gladly pay whatever needed to get this sorted, it's simply not possible right now.
Then you have Infineon and others in Europe that could produce transistors/diodes/older process nodes (45nm-120um) but don't have the supply capacity for the needed materials... and then it goes in circles again. Same for Vishay and others in India. You can't just ramp up production x10, after COVID you can be happy to even get to x1 again fast.
Some countries are even lacking people to EMPLOY by this scaling problems, like Czechia, with nearly 100% of the population being employed even with COVID (unemployment rate 1.95%, down from 3% in 2018, and this 2% are basically people that are near retirement age and canÄt work anymore...)
It's a crazy world right now in that sector.
Buy TSMC, Samsung and AMD stonks btw., can't loose anything there. Zero possibility.
welcome back, Sir.
how are you
Thank you sir! Good to be back :-)
i'm glad to hear it
Welcome back, mate! Good to see you
What @William said plus a just-in-time attitude throughout virtually the whole sector plus wars, wars as in silent not or not yet military wars, economic wars, war preparations as well as very major countries being profoundly pi__ed off by the USA (sanctions, smearing, threats, etc.) and its "allies" (actually more like vasalls).
(Oh, and: welcome back @dahartigan )
Yes, the economic wars are very real.
I saw that coming years ago already when Israel started to bring up FABs with gov money.
You don't invest 75billion+ dollars if you have no reason to, and our military has no need for cutting edge FABs (in fact, most military equipment is still at 100um+, because in military applications aside of space exploration/rocketry power and space usage is practically irrelevant).
The average F16E/F runs on 10-15 year old hardware, only the communications link is top notch, everything else is done by a supercomputer at base.
You missed a crypto boom as well.
Video cards are on average 2x MSRP on anything under a 3090.
Francisco
Yeah I've been keeping a close eye on the water talks to see if the can get through it or if its inevitable that there'll be shutdowns over it.
I'm trying to source enough cpu's to last us through our goals for this year but it's getting tough.
Francisco
Growing TERF activity is pushing the trans-sisters into hiding.
Isn't that because it's easier to emp-protect stuff in that range?
Wtf? There's a shortage and you're confirming the cause isn't too much available?
Long story short Sony and M$ released their next gen consoles on the same days, and these consoles designed by AMD and manufactured at TMSC (Taiwan Semiconductor Manufacturing Company),on the same 7nm silicone, and to make things worst AMD release it new flagship CPU/GPU's on the same freaking period of time,
and what makes things worst for couple months before these products manufactured, Apple/(
I guess Huawei too) toke big share of the 7nm node capacity from TMSC(last year), which made AMD waiting in the queue couple months before Apple moved to next 5nm chips node,AMD new product demands were way more than what they expect it, it was normal to have GPU shortage at launch, but CPU shortage were weird one.
And what's made thing worst Cryptocurrency, even everyone denied it, but big numbers if these new GPU went directly from the OEM manufactures to Cryptocurrency dealers.
last COVID-19, having all these manufacturers not working on all it human resources power make them lower the productions.
According to some estimations Chip makers are behind the market demand by 30% which will make this crisis to continue for couple years from now (until new manufactures opens )
Shortage of transylvanian sisters?
@cociu
the point was is it circumstantial or a flaw in production capabilities as a whole
never that
Its also impacting the automotive manufacturing industry aswell. I have a day job currently in a machine shop that makes parts for Honda. Chip shortages has caused production issues since some of the parts gets chipped down the line for sensors and other modern automotive computing.
Now you're speaking french. No comprende. Making less sense than before.
Its actually a perfectly valid sentence in english.
And the answer is circumstantial, mostly by covid and related. The production capacity is the same, but covid caused shortages in the chain AND sold more devices globally.
see my boi William understands, Timbo.
I heard it was from all the microchips Bill Gates put in the vaccines... /s
Seriously though I hear Samsung and AMD are coming out with a new chip to take on the M1. Where are they going to manufacture that?