It probably won't get any worse, but it'll likely last for several more months. For an advanced processor, there's likely only one company building it. Cars and computers require hundreds of electronic components, but just one missing component means a product can't be sold. A glut of shipping and dearth of shipping containers has snarled delivery of not just finished goods but also their components and raw materials.
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Compounding the problem: a fire at Japanese chipmaker Renesas Electronics, and crippling winter weather in Texas that knocked more than 70 power plants offline and cut juice to a Samsung chip plant.Īnd that wasn't all. The chip shortage soon extended beyond remote work and school needs to home entertainment products like tablets, game consoles, TVs and graphics cards for gaming PCs, all of which people stuck at home were buying in record numbers. Demand for work-from-home technology like PCs, tablets and webcams soared beyond the semiconductor manufacturing industry's ability to supply chips - not just the big CPU brains of a laptop but also the host of supporting chips required to produce things like dishwashers, baby monitors and LED light fixtures. In short, the COVID-19 pandemic and a lot of shock waves that traversed the world's economy. Here's what's going on and what's at stake. "Foundry capacity will be precious for the foreseeable future as demand for semiconductors only grows," said Creative Strategies analyst Ben Bajarin.
In January, while reporting record revenue for the fourth quarter of 2021, TSMC said it will invest between $40 billion and $44 billion in new chipmaking plants and equipment in 2022 - an enormous amount. No one expects supply chains without links overseas, but the chip shortage response definitely has a nationalist flavor.Īsian manufacturers aren't standing idle as Intel invests in capacity increases. The chip industry's new course is part of what some call the decoupling, which at least to some degree is pulling the Chinese and US economies apart. Similar worries have advanced the European Union's Chips for Europe initiative, with 15 billion euros ($17.1 billion) in new funding. Worries about falling behind China in yet another area of manufacturing helped build support for the CHIPS Act. The idea of "technological sovereignty" is loosening government purse strings. The new "megafab" site eventually could house eight Intel fabs costing $100 billion in total. In January, Intel said it'll spend $20 billion on two chip fabrication plants, or fabs, near Columbus, Ohio. "We don't want to create a situation where the United States, which created the semiconductor industry and Silicon Valley, would be completely dependent on other nations for that product," said Al Thompson, who leads Intel's US government relations. It's also launched an ambitious plan to make processors for other companies, not just itself, in what's called a chip foundry business. ( TSMC) and Samsung Foundry, hopes rising demand and the CHIPS Act subsidies will help it reclaim its leadership position. Intel, which has slipped to third place behind Taiwan Semiconductor Manufacturing Co. The US government isn't happy with how reliant the country's economy and military have become on Asian high-tech manufacturing, and China is spending big on its own chipmaking abilities. The chip shortage has shone a new spotlight on the state of US manufacturing and how much of it has moved out of the country. President Joe Biden in August signed into law the CHIPS and Science Act, which provides US semiconductor makers with $52.7 billion over five years to ramp up processor manufacturing. The shortage is leading the tech industry and politicians to try to reverse the United States' waning importance in the microprocessor business. A worldwide problem triggered by the COVID-19 pandemic has metastasized into a years-long disruption of everything electronic and is prompting governments to spend lavishly on chipmaking subsidies. When you can't buy that Sony PS5 or Ford F-150 pickup, blame the chip shortage.
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