With the rapid spread of Omicron variants worldwide, and the hope of a rapid end to the pandemic gradually disappearing in the rearview mirror, so does our hope for a rapid end to the widespread shortage of chip supply.Intel CEO Pat Gelsinger in Nikkei Asia Interview Said that he does not want the continued chip shortage to ease before 2023. Plans for your new gaming device may have to be postponed for a longer period of time.
Gelsinger’s comments were made during his business trip to Southeast Asia, when Intel announced a 7.1B investment to expand its manufacturing in Malaysia. He mocked Intel’s plans to make more investments and said: “I hope to announce our next major US site and our next major European site in the near future.” It’s great to see that all major semiconductor manufacturers will Part of the huge profits is used for investment, so the world has some buffer to prevent future supply shocks.
The problem is that these facilities did not emerge overnight. Gelsinger himself stated that it will take at least three years for the additional manufacturing capacity to produce results. Intel’s previously announced extension In the United States, Israel and Ireland are still a long way from starting production.
In the past few months, the CEOs of several large technology companies have issued statements predicting that supply will improve or even exceed demand in 2022, but with the rapid spread of Omicron variants, it feels like they are resetting expectations. There is a feeling of two steps forward and backward. This is not just a pandemic.There are the US-China trade war, the concerns of Taiwan, Russia and Ukraine, protectionism and Even the weather, Such as the situation that affected Texas in early 2021.
But this is not all doom and gloom. Part of the reason for the disruption of the global supply chain is strict lockdown and preventive isolation, and it is becoming increasingly impossible for governments to implement these measures on a large scale. Keeping the factory running is obviously vital to the global supply chain. Malaysia’s Senior Minister of International Trade and Industry Mohamed Azmin Ali said: “I have assured Pat (Geersing) that there will be no more blockades, only targeted blockades.” This seems to be a trend. , Especially because it looks more and more like Covid-19 will become endemic.
Still, sadly, it seems that returning to normal in 2022 seems increasingly unrealistic. The console continued to disappear as soon as it was launched, DDR5 memory was almost unavailable, and the GPU story would not disappear. The GPU issue is both a demand issue and a supply issue. In this regard, as we get closer and closer to the Ethereum plan to shift to the proof-of-stake consensus mechanism, mining demand has begun to decline, and the situation should improve.
The investment that started the pandemic will gradually begin to bear fruit in 2022 and 2023. Let us hope that PC gamers have a happier holiday in 2022. It is not impossible to build a new gaming equipment now, but it is still much more expensive than it should be.