Intel’s Pat Gelsinger is on the record as saying he disagrees with the analysts regarding the potential for a near-term downturn and believes the future for silicon production is bright, even with these global capacity increases on the horizon. It’s possible that TSMC, Intel, and Samsung have contingency plans in place that would allow them to finish facilities more slowly over time if demand does not materialize as predicted. The various foundries don’t seem particularly concerned about that outcome at the moment. If currently high levels of demand do not continue, the semiconductor market could find itself with an enormous glut of additional capacity no one needs. The various first and second-tier foundries have increased production at existing facilities and are building all-new fabs around the world to handle anticipated long-term demand.
TSMC, Samsung, GlobalFoundries, and Intel have all announced large capacity expansions. Unfortunately, there’s also the possibility of a decline in late 2022 or early 2023 depending on what happens with demand.
0 kommentar(er)
