Bragr
Banned
Considering how this impacts gamers, I thought this was relevant.
"The first thing that caused it is the acceleration of the digital transformation of pretty much everything in every industry. Every industry has been digitally transformed, and as such, the amount of semi-conductors that is required is much larger. Just to give you a practical example, in the automobile industry, the new cars have 10x the amount of chips of the previous models. And the new cars people are working on now has probably 10x of that one."
"...then you have things that aggravated this, the pandemic aggravated it, the enterprise transformation of the home, a massive amount of broadband and IoT, the office has changed in the way we work now too, to support collaboration tools and video. There was a high demand during the pandemic, people wanted to be connected, people bought new phones and new tablets, new computers, new gaming (consoles), all of that came on top of the main issue, but they are not the main issue, the main issue is the long term growth of digital."
"...How are we gonna get out of this? so, we see a lot of capacity investment put into place by the industry, we have seen suppliers making plans about increasing the capacity, the industry is planning to double the semi-conductor manufacturing capacity within the next 5 years."
From 47:00 and onwards.
"The first thing that caused it is the acceleration of the digital transformation of pretty much everything in every industry. Every industry has been digitally transformed, and as such, the amount of semi-conductors that is required is much larger. Just to give you a practical example, in the automobile industry, the new cars have 10x the amount of chips of the previous models. And the new cars people are working on now has probably 10x of that one."
"...then you have things that aggravated this, the pandemic aggravated it, the enterprise transformation of the home, a massive amount of broadband and IoT, the office has changed in the way we work now too, to support collaboration tools and video. There was a high demand during the pandemic, people wanted to be connected, people bought new phones and new tablets, new computers, new gaming (consoles), all of that came on top of the main issue, but they are not the main issue, the main issue is the long term growth of digital."
"...How are we gonna get out of this? so, we see a lot of capacity investment put into place by the industry, we have seen suppliers making plans about increasing the capacity, the industry is planning to double the semi-conductor manufacturing capacity within the next 5 years."
From 47:00 and onwards.