It appears the global semiconductor shortage may continue well into 2022 or even 2023. At least according to Intel.
During a Q2 earnings call, CEO Pat Gelsinger stated that computing and AI are rapidly growing, especially because of the ongoing pandemic, the semiconductor supply chain may take a couple of years to actually catch up.
“While I expect the shortage to bottom out in the second half, it will take another one to two years before the industry is able to completely catch up with demand,” Gelsinger said. “With major fab construction projects underway in Oregon, Arizona, Ireland, and Israel, we are investing for the future, but we are also taking action today to find innovative ways to help mitigate industry constraints.”
Gelsinger also acknowledged that there’s more that need to be done to address this massive shortage. Despite this, he expects the PC market to continue to expand, simply because people are turning to computing to complete everyday tasks (as a result of the pandemic).
“While we have work to do, we are making strides to renew our execution machine: 7nm is progression very well,” Gelsinger stated. “We’ve launched new innovative products, established Intel Foundry Services, and made operation and organization changes to lay the foundation needed to win in the next phase of our company’s great history.”
The semiconductor shortage will continue to affect gaming console and PC part manufacturing. Those looking to buy a Nintendo Switch, PlayStation 5, and Xbox Series X|S are going to still struggle to find one. Nvidia has stated that the situation will make GPU production creep along until the end of this year.
This shortage is also causing in-game problems. Final Fantasy XIV has experienced sever issues as a result of recent popularity. Producer Naoki Yoshida said the supply chain constraints are preventing the team from adding more data centers, which in turn means more servers for the game.
Tech analyst Neil Campling, told The Guardian back in March that the semiconductor shortage had reached “crisis levels.” The Senate also passed legislation in June to alleviate the problem and ensure the chips were more widely available.