AMD CEO Says Chip Shortages Will Continue Through 2021 (laptopmag.com) 39
During an interview, AMD CEO Lisa Su reiterated that the current chip supply shortages would continue to adversely affect makers' ability to meet consumer demands until the end of 2021. From a report: The interview also gets into the effects of the Covid-19 pandemic on AMD, with Su also mentioning the chipmaker's plans after its $35 billion purchase of Xilinx. Su discussed how tightly pressed supply chains have been, stating that over the past 12 months, "demand had far exceeded even our aggressive expectations." This is an understatement as consumers have felt the impact of supply shortages in the scarce availability of everything from graphics cards to CPUs.
He's underplaying the situation (Score:5, Interesting)
From what I can see, we're just starting to get into the biggest part of the shortages with chips not coming out of the fabs until 2Q 2022. Take some time looking at Digi-Key or Mouser and you'll see that new product really won't be available for a minimum of six months from today. Maybe CPUs, GPUs and memory are coming off the lines right now, but nothing else is.
That means that finished products won't be available until the second half of 2022, at the earliest.
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Well those three right along can be an upgrade for some. Were the "other" affects is motherboards with all different kinds of chips.
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I already do shop on mouser, so I already know that everything I use experiencing a shortage has major deliveries expected in September.
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You're lucky - everything I use won't have chips built until January at the earliest which means packaged parts won't be available until late Q1.
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I guess that is the difference; I'm talking about ICs. What sort of "packaged parts" do you mean?
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Chips - you know, the things that are cut from wafers that are then put into the plastic packages.
You won't see chips come out of the fab until the new year and you'll have to wait for packaging, testing and then shipment to distributors.
You're really lucky if all your parts are going to be back in stock in September - for most of us, not so much.
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Chips - you know, the things that are cut from wafers that are then put into the plastic packages.
The only reason I refrained from calling you an idiot was that I realized, maybe he's talking about some brand of dev board. If you're talking about "chips" then I don't believe you; there wouldn't be the odd mismatch between being made and packaged if you were actually somebody who buys chips and is waiting on them to put into a product. Those people understand that "packaging" is not a discrete step that the ICs are waiting around for; they don't tell you, "Oh, we have the wafers done and we put them on a
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SHE's underplaying the situation.
the ceo of amd is not a he, she's a she.
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We're nerds. We don't care about minor details like that.
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Ture, but even so: not already knowing who the CEO of AMD is means OP needs to hand over his nerd card; and somehow managing to get "he" from "Lisa" in the first place also doesn't really inspire confidence in his ability to read and/or draw conclusions all that competently. :P
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Ture, but even so: not typing the first word of your reply correctly doesn't really inspire confidence in your ability to read and/or draw conclusions all that competently. :P
Re: He's underplaying the situation (Score:2)
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I did a double take, and then assumed it was a typo when I saw '2021'.
Everyone knows it's not going to be fixed this year.
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good ting i bought valheim i.o. cyberpunk to wait for that 3080 (it must be ten months now i paid and started waiting
i sent a letter to Iran and Korea if they can get me one first i will join them instead of these people who seem to do nothing but lie and sell hot air as well as my ass from under me
Cartel ? (Score:1)
How can we be sure this isn't a big cartel cutting supply to drive up prices, a' la OPEC ?
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How can we be sure this isn't a big cartel cutting supply to drive up prices, a' la OPEC ?
Because it would fail for the same reason that OPEC failed: High prices draw competition.
TSMC dominates, but Samsung is at 7 nm, and Intel's 10 nm would be 7 nm if measured the same way.
There are plenty more companies at 14 and 22. They could improve if they throw enough money at the problem.
The biggest threat is China. They want to dethrone TSMC for political reasons, as well as end-run American sanctions by controlling the full supply chain from silica sand to finished iPhone.
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Because even little shit like 50 cent voltage regulators have massive lead times. God help you if your product depends on a connector you can’t substitute.
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If you actually check on mouser you'll find that all the popular voltage regulators are in stock, no shortages, nor are their shortages of other power electronics.
That's true even for the really expensive ("50 cent") LDOs.
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He totally misstated where the shortages are and used that as a basis for a rant.
It's almost as if a comment stating "the conspiracy makes no sense" makes no sense.
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How can we be sure this isn't a big cartel cutting supply to drive up prices, a' la OPEC ?
https://en.wikipedia.org/wiki/... [wikipedia.org]
Because people with a brain who think about the semiconductor industry already know that the small number of companies who make the chips for the fabless chip designers get a lot of media time, because they're promoting their services, but actually represent a very tiny fraction of the semiconductor industry, with the vast majority of fabs being run by the companies who own the brands that they're producing. Shortages reduce market share. Companies with their own fabs are e
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What a longwinded, no-brain way of saying nothing about the subject.
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monthly
forever
(this version doesn
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In a way they do. Guess where the I/O chip [hpcwire.com] in EPYC CPUs are made? That's right, former AMD fab, Global Foundries.
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Good thing Intel didn't listen to the Semiconductor Industry Experts on SlashDot and burn down their worthless outdated fabs, eh?
Yes because these last several years of owning fabs have greatly helped Intel . . . stay on 14nm because they could not make 10nm in sufficient quantities.
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You do realize that Intel is facing a critical shortage of their own wafers on the 7nm process, no? They passed up on a number of EUV machines from ASML. There's no way for them to get that capacity back until after 2023. Rumour has it they're buying up TSMC N3 wafers to compensate, though I'll believe it when I see it.
In the meantime they're stuck on relatively low-volume, low-yield 10SF and 10ESF, which is really not good for Intel.
Non paywalled link? (Score:5, Informative)
Anyone have a non paywalled link to the original paywalled [barrons.com] article?
If not, here is the non-bullshit version:
Barron's: Since we last talked about your vision and strategy two years ago for our top CEO issue, what has changed?
Lisa Su: it has been a very unusual period, that we've all been living through. What has, perhaps, changed in the last couple of years, is that the need for technology and the central role for technology has accelerated and become more essential. That has given us a real sense of purpose. We like working on things that are important and change the world and impact the way people live.
How has the Covid-19 pandemic affected your management philosophy?
I think the way we communicate with our employees is different; the way we communicate with our partners is different. And in some cases, it's more and better, because you can you can grab people when you're not traveling all the time. In other cases, you do realize that face to face interaction is missed, and I look forward to getting folks back in the office and spending more time with our customers and partners, as soon as we can.
Are there any pandemic lessons that you think are going to carry forward as we resume what we used to think of as normal life?
We've done a lot of optimization of our products to help this new technology environment. For example, in PCs, we've done a ton of optimization on the collaboration experience on PCs. We're very proud of the fact that we're in the infrastructure behind many of those applications. We'll continue to evolve that going forward, because we think that is a big piece of the equation.
The decision to acquire Xilinx is a consequential one for AMD. How does this big bet fit into your vision of the company's future?
The technology business is about making big bets. Xilinx is a big bet for AMD. We believe that when you look at computing over the next five plus years, Xilinx is the number one player in adaptive computing and programmable chips. We think that is very complementary to the central processing unit and graphics processing unit technology that we have. We believe in this worldâ"where you need all different types of computing. Xilinx also has a very strong presence in some of the markets that AMD isn't in. When you combine the two together, you have a great set of technology, as well as a great set of markets.
AMD participates in several markets dominated by other chip businesses such as Intel and Nvidia (NVDA), in terms of market share. How does AMD go about demonstrating its competitive edge?
I think we've made some very important technology bets. If I get a little geeky, excuse me, but we pioneered some of this chiplet technology, which is really the idea of breaking up these very large and complex microprocessors into different pieces, because it's a better way of putting systems together. That was a big bet at the time, and it turns out it's the best way to build high performance microprocessors today. Our claim to fame is always going to be pushing the envelope on technology and having the best technology in the computing market.
The Covid-19 pandemic has upended the delicate supply and demand balance in the semiconductor sector. How have you guided AMD through this environment?
We make many of these decisions years in advance. But what's happened over the past 12 months is that the demand has far exceeded even our aggressive expectations. From our standpoint it is very much about continuing to ramp capacity, because we do have such strong demand. Our visibility and our partnerships, with both our suppliers and customers, are really good. This is all about communication in all channels to ensure we're all growing in the same direction.
Do you have any update for our readers on when you suspect the situation with normalize a little bit?
I think it's differe
The beatings will continue... (Score:1)
... until morale improves.
The Coming Semiconductor Bust (Score:1)