According to a recent report, the semiconductor shortage continues to worsen Bloomberg Report, Delivery time, that is, the time it takes for customers (such as OEM or chip designers (such as AMD or Nvidia)) to receive the chip. For more advanced semiconductors, it has been extended to 20.2 weeks. For more advanced semiconductors, It was extended to 26.5 weeks. Microcontroller and logic chip. According to Susquehanna Financial Group, a company that studies semiconductor shortages, this is the longest wait time the company has recorded since it started tracking data in 2017.
This actually means that the chip shortage is getting worse overall, even though Reduce GPU scalper prices And the good CPU stock we are experiencing now. If delivery time continues to deteriorate, we may see more CPU and GPU price increases in the future, because demand will increase as the holiday approaches this year.
However, it all depends on chip designers like AMD, Nvidia, and Apple ordering chips as early as possible to keep production going. Fortunately, these companies are one of the largest customers of semiconductor chips.
But there is still hope on the horizon. Several previous reports by TSMC and other industry experts have predicted that the technology shortage will end around this year. 2022 Either 2023At best, we only need to wait another year or two for the supply to return to normal, but the recovery of different market segments will be uneven.
The automotive market seems to bear the brunt of the long-term impact, mainly because these chips are produced on old process nodes that are not widely produced. In contrast, chips used in desktop computers, such as CPUs and GPUs, are produced on cutting-edge nodes that continue to increase production capacity. Therefore, it is logical to expect these market segments to recover faster than other market segments.