Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
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Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#2Given how many times in the past how electronic tech production has been impacted by natural disasters, from a simple few minute power loss down to earthquakes or tsnami's.
It is somewhat worrying that with the shortfall as it is, any climate impacting event as been in the past would be way more impacting noe and with the way the climate is, such things are more likely year upon year.
That with current trends and for good reason to expand capacity more globally, with the time involved to do such things, we may well see over capacity headlines 5 years down the line and with that thought. If history is to be learned from, the good times are ahead, until then - we might see tech longevity support and tech repair become more of a thing.
Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#3Equipment companies are running at an all-out sprint to ship fabrication equipment. Applied Materials, the world's largest by revenue, has 1,390 open positions. #4 Lam Research has 570.
The equipment space is brutally cyclic, akin to the oil services industry. Revenue can jump as much as 60% year over year, only to plummet 40% the next.
It's always worrisome to see these macro-trends, feasting now, but famine sure to follow...
Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#4I'm having a tough time buying STM32 MCUs. When I started my most recent designs about 6 months ago, the SMT-assembly service I used, and retailers like Digikey and Mouser had ample stock. Now, I'm unable to start production due to being unable to find MCUs. The whole STM32 line is affected - Only a handful of variants are available, which may or may not be the ones a given design can use.
Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#5Equipment companies are running at an all-out sprint to ship fabrication equipment. Applied Materials, the world's largest by revenue, has 1,390 open positions. #4 Lam Research has 570. The equipment space is brutally cyclic, akin to the oil services industry. Revenue can jump as much as 60% year over year, only to plummet 40% the next. It's always worrisome to see these macro-trends, feasting now, but famine sure to…
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Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#6Given how many times in the past how electronic tech production has been impacted by natural disasters, from a simple few minute power loss down to earthquakes or tsnami's. It is somewhat worrying that with the shortfall as it is, any climate impacting event as been in the past would be way more impacting noe and with the way the climate is, such things are more likely year upon year. That with current trends and for…
Good thing we aren’t doing anything to destabilize a climate system that’s not causing us too much trouble as of now.
Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#730% above supply at what price? (shrieks in economist)
Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#8Previous discussion
https://news.ycombinator.com/item?id=26042085
Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#9I'm having a tough time buying STM32 MCUs. When I started my most recent designs about 6 months ago, the SMT-assembly service I used, and retailers like Digikey and Mouser had ample stock. Now, I'm unable to start production due to being unable to find MCUs. The whole STM32 line is affected - Only a handful of variants are available, which may or may not be the ones a given design can use.
What assembly service do you use?
Re: Semiconductors Demand 30% Above Supply, 20% Year-on-Year Growth
#10Given how many times in the past how electronic tech production has been impacted by natural disasters, from a simple few minute power loss down to earthquakes or tsnami's. It is somewhat worrying that with the shortfall as it is, any climate impacting event as been in the past would be way more impacting noe and with the way the climate is, such things are more likely year upon year. That with current trends and for…
Good thing we aren’t doing anything to destabilize a climate system that’s not causing us too much trouble as of now.
You mean, like manufacturing electronics? It takes about 1MWh to manufacture a laptop, the same energy needed to drive a Tesla for 3000 miles.
https://www.networkworld.com/article/2229029/computer-factor...