Global chip shortage could last until 2023, says TSMC and Intel

Written by Stuart Thomas on Fri, Apr 16, 2021 11:49 AM

Earlier this year it was revealed that we’re currently going through a global chip shortage that has seen chipmakers struggling to keep up with demand, leaving a limited amount of silicon to other manufacturers downstream. This has affected almost every electronics manufacturer including graphics cards, automotive vehicles, general electronics etc. Now TSMC and Intel say they won’t get a handle on things until 2023.

Speaking to investors recently, TSMC’s CEO, C.C. Wei, said that they hope to “offer more capacity” for meeting demand from retailers and manufacturers “in 2023.” So whilst the situation may get better before then, that’s when the company predicts they’ll finally be able to meet demand (it has previously been reported that semiconductor manufacturers are currently 10-30% behind demand).

That’s a pretty dire estimate, one that was also echoed by Intel’s CEO Pat Gelsigner in an interview earlier this week, where he said that they “do believe we have the ability to help,” when it comes to making chips for other companies with their own internal foundry. However, Gelsigner thinks that “this is a couple of years until you are totally able to address it,” as “it just takes a couple of years to build capacity.

So on the one hand we have TSMC saying they won’t be able to fully meet demand until 2023, and Intel saying that the shortage won’t be fully addressed until after 2022. On the other hand, we have Nvidia claiming a more optimistic outlook, saying that whilst demand will certainly outstrip supply for most of the year, the company will have “sufficient supply to support sequential growth beyond Q1 [2022].

Nvidia is currently receiving chips from both TSMC and Samsung for their RTX 30 series, and considering that by Q1 2022 demand will be less than Q1 2021 (as more people end up getting GPUs before then), it’s very likely Nvidia will be able to keep up with demand at that point, even if it is a bit optimistic.

No matter how optimistic anyone is about the global chip shortage, we can expect issues with supply to continue for a long while. 

What do you think? When do you reckon demand will be able to meet supply? What hardware other than a new graphics card are you looking to buy in the next few years? Let us know!

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01:31 May-04-2021

Glad I bought mine a few months ago or I would have been stuck with RX 460 for 2 more years

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09:10 Apr-23-2021

Good, finally I'll be able to clean my backlog. 2 years should be enough.

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junior admin badge
23:50 Apr-23-2021

It's not like your 1070 is a slouch when it comes to gaming.

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07:54 Apr-20-2021

Pfff. That is depressing news.
So either I fork over double the price for a new GPU, or I'm stuck with my GTX980 for another 2 years.
Kicking myself, should've bought the RTX3080 back in November together with my new monitor, when I still had the chance.

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junior admin badge
00:01 Apr-21-2021

If you drop to 1080p the 980 will still offer a decent gaming experience.
As for the 3080....
There is a chance that the GPU issue will be resolved by Q1 2022 so don't give up hope just yet. Also there is the option of getting the 4XXX series from Nvidia.

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00:35 Apr-23-2021

Newegg shuffle is your friend but the cards are still marked up, I won a shuffle for a 3080 but they wanted $1,100 for the card which I think still beats scalper price. I didn't take the offer though cause not one of my friends wanted to buy it off me for what it would've cost me.

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16:38 Apr-18-2021

This is causing massive downtime for mine and many others jobs in the automotive industry. I really didn't expect this would go so long. Pretty shocking considering how it will affect my local area.

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junior admin badge
01:16 Apr-20-2021

It looks like 2021 is a dud for chip manufacturing.
Hopefully the new plants that will supposedly be built in the US will solve those issues going FWD.


P.S.
You're working in manufacturing, assembly or another area?

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14:18 Apr-23-2021

Yeah hopefully.
Quality inspector. If parts are found to have defects, we sort the good ones from the bad ones until the issue is fixed at the manufacturers end.

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junior admin badge
23:46 Apr-23-2021

Interesting occupation.
I actually have a few question regarding newer cars and I'd love to chat with you if you have the time.

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04:55 Apr-24-2021

I honestly know nothing about cars. Don't really need to for my job. I would be a terrible choice of person to talk to about them.

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junior admin badge
15:03 Apr-24-2021

Oh...
Then, as a quality inspector you make sure that the paint is applied evenly (no blobs and stuff) or that the spacing between the doors and frame is within specs?

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16:40 Apr-24-2021

My employer is contracted to sort the good from the bad only after the issue is found. I only do parts before they are assembled. We just get instruction on what the defect(s) is. Yes paint is one thing, blobs sometimes, scratches as well. Could be anything at all that is wrong with the part. Really, anything. Random examples are, holes not punched in metal where they should be, or at all. Screws having slag. Short shot of plastic. Flash (too much plastic). Stress marks on door panels. Chipped plastic on lights. Door handles being messed up in some way I can't describe.

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16:49 Apr-24-2021

So because we just look for what the instructions say, (with pictures), one really doesn't need to know anything about cars. Plus it pays minimum wage and you get hardly any hours unless you have high seniority. So they would have a lot of trouble retaining anyone if they needed people with actual qualifications, besides having a pulse.

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junior admin badge
18:20 Apr-24-2021

Sorry to hear about the hours.
Thought your position was identical to a Takumi (basically in an expert who has over invested over 10000 hours into their career) - a
May I ask if your current position is a stepping stone or just something to pay the bills?
P.S.
If you're interested into the Takumi I'll post a link below that shows what there've about.
https://newsroom.lexus.eu/documentary--takumi---a-60000-hour-story-on-the-survival-of-human-craft/

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16:27 Apr-18-2021

cap

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09:56 Apr-17-2021

So my next pc build will be in 2027, my ryzen 3700x and RX580 will hopefully last that long, (i might upgrade GPU if i can get one by then)

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03:23 Apr-20-2021

I don't know where you live, but even in canada, I can buy an Alienware Desktop with the 10th gen intel i7, all the bells and whistles and you can add the rtx 3080 to it for msrp. GPU Shortage my ass!

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18:01 Apr-20-2021

I tend to build all my pc's from scratch as it's fun, I have never bought a pre-build.

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03:24 Apr-20-2021

sorry for double post, but ryzen setups available as well. I just don't know the AMD naming format.

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18:00 Apr-20-2021

I'm in the uk and there are no gpu available from online or local retailers, i will probably upgrade when the next generation gpu's come out.

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02:03 Apr-17-2021

As expected.

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junior admin badge
23:07 Apr-16-2021

Great, sigh...

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22:49 Apr-16-2021

More news about gpus:
So anyway

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22:45 Apr-16-2021

I will believe it when I see it, I guess. Because with how things are, we might as well as define it as soon, meaning between now and the end of time. Otherwise we can only listen to more or less optimistic guesses.

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19:21 Apr-16-2021

I believe it!

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18:01 Apr-16-2021

To be honest I'm not very interested in GPUs until they get back to what they were from 2003-2012, or at least pre-2016 state.

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17:00 Apr-16-2021

This is not a typo right? sigh...

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18:09 Apr-16-2021

I really want to believe everything will get fixed by the start of 2022

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13:58 Apr-16-2021

It's gonna be so funny when they build all the fabs, do this whole improvement in manufacturing capacity...and then covid stops and everyone goes back to normal and spends money on going out and holidays like they used to :D


...except covid will last years...

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17:00 Apr-16-2021

The flu will never go away. They gave it a title, it is never ending now....worst mistake humanity ever did was give the flu a title with a number at the end...sigh

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19:48 Apr-16-2021

I agree society will go back to normal soon enough you cant keep people locked up for over a year and not expect people to just not care at some point. A video i found enlightning by Louis Rossmann - https://www.youtube.com/watch?v=tl4t0dQj-iY

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22:47 Apr-16-2021

pfff lol another antivaxxer spotted, you probably believe in 5G chips being inside vaccine and other bs

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15:09 Apr-17-2021

Oh god, another genius shows up with his ad-hominems...

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18:07 Apr-16-2021

Couldnt that means that prices will drop as there will be piling gpu stocks?

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02:03 Apr-17-2021

The world needs more fabs to spread out everywhere. Can't just have one fab in TSMC. What if China takes over? we'll be screwed.


Also, an oversupply is better then NO SUPPLY

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junior admin badge
06:39 Apr-17-2021

That's probably one of the reasons why the US is going to make a fab within it's borders.
Samsung fab

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12:09 Apr-16-2021

Well, sucks to be us.

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18:08 Apr-16-2021

Yeah, only lucky people and miners/scalpers got 3000 gpus :/

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20:01 Apr-16-2021

And the way things are going it looks like we have to wait till RTX 50 series in 2023 to be able to enjoy games again. FCK the miners.

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