AMD: The shortage of the expected chip is gradually relieved from the second half of next year.
Sep 28,2021
AMD CEO Su Zifeng Monday (27th) said that the chip supply is expected to continue to be tight in the first half of next year, but shortages in the second half of the year will gradually alleviate.
According to CNYES, Su Zifeng believes that new production capacity prior planning in the foundry is expected to be opened in the next few months, helping to relieve shortages of pencil components and other microchips. And, with more new energy production, the supply will gradually keep up with the needs.
In terms of demand, the new trend of home office has caused the demand for electronic supplies such as PC, and Su Zifeng said that the epidemic will bring demand to a new height. Even after the economy is restarted, the supply is still spread to the automobile and other industries, the chip The demand for the written parts is still very high.
In addition, the AMD acquired Xilinx at $ 35 billion, Su Zifeng said that AMD is expected to complete the acquisition before the end of the year, and it may be more acquisition in the future of semiconductors. "If you want to make a big goal for industrial practice, the scale will be critical."
According to CNYES, Su Zifeng believes that new production capacity prior planning in the foundry is expected to be opened in the next few months, helping to relieve shortages of pencil components and other microchips. And, with more new energy production, the supply will gradually keep up with the needs.
In terms of demand, the new trend of home office has caused the demand for electronic supplies such as PC, and Su Zifeng said that the epidemic will bring demand to a new height. Even after the economy is restarted, the supply is still spread to the automobile and other industries, the chip The demand for the written parts is still very high.
In addition, the AMD acquired Xilinx at $ 35 billion, Su Zifeng said that AMD is expected to complete the acquisition before the end of the year, and it may be more acquisition in the future of semiconductors. "If you want to make a big goal for industrial practice, the scale will be critical."