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The global semiconductor shortage is affecting the production of various products such as CPUs, GPUs, automobiles, and home appliances. What will happen to this semiconductor shortage and future improvement?
Semiconductors are made with the latest manufacturing process rules that have been refined, and there are some made with the previous manufacturing process rules. Semiconductors are used in the production of low-cost CPUs and GPUs, home appliances, and automobiles.
The popularity of PlayStation 5 and Xbox Series X is high, for example, in the case of PlayStation 5, sales were high enough to say that Sony broke the record for a game console. In May 2021, Sony said that the shortage of PlayStation 5 was finally resolved. He also said that it is likely to continue even into 2022.
In addition, due to the rise in the value of cryptographic assets, many GPUs are sold for mining purposes, resulting in a prolonged shortage of GPUs. Considering this situation, he said that the shortage of semiconductors made with the latest manufacturing process rules is simply because the demand for the product is too high. to be.
Meanwhile, the automobile and home appliance industries that use relatively old manufacturing process semiconductors, and the lack of semiconductors, have been greatly affected, such as limiting some functions or the need to stop production plants. Based on the report that 92% of high-precision processors shipped worldwide and 60% of automotive processors are made by TSMC and reports that TSMC is securing production lines for Apple chips, TSMC is focusing on producing the latest manufacturing process semiconductor It points out that the production of semiconductors for automobiles and home appliances will gradually decrease.
As for the time when the global semiconductor shortage will be resolved, it was predicted that the semiconductor shortage would be resolved by summer in early 2021, but it is worth considering that there is no sign of easing the shortage even though June is already over. They also point out that it will take at least several months for these efforts to come to fruition, given that Intel and Samsung Electronics have announced that they will expand their semiconductor production facilities and that the US government is supporting the construction of semiconductor factories.
Finally, as the holiday season approaches, the entire market will demand and compete for semiconductors, so it is clear that production cuts, price increases, and component shortages will worsen. Related information can be found here.
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