Pénurie de Semi-Conducteurs

Jeremi01

-- STATISTICIEN --
c'et déjà bien en route.

Parrait qu'avec toute la guerre commerciale / politique avec la chine de notre cher Donald Trump, c'est les constructeurs americains qui seront le plus touchés
 
On a des délais annoncé de 16-22 semaines sur des produits électronique tel que des tv LG...


Actuellement Bell est en pénurie de fibre optique résidentiel. Donc quand on cable des nouveau batiments ont met la fibre fournit par Bell... Ben la Bell en ont plus et ne savent pas quand ils vont en avoir....
 
Intel va utilisé une partie de leur production pour aider au constructeur a faire les chips. Il prévoit que la pénurie va durer au dela de 2022 (https://www.washingtonpost.com/technology/2021/04/13/intel-ceo-semiconductor-chip-shortage/)

Lors du Tsunami de 2011, Toyota avait perdu leur chip et c'était la raison de leur faible retour en force. Ils ont été moins affecté par le covid, car depuis le tsunami ils ont toujours un stockpile équivalent a 6 mois de production.

Au début de la pandémie quelque manufacturier comme GM, Ford et Volkswagen ont annuler leur commande de chips. C'est de leur propre faute si ils sont dans cette situation.

GM mets la priorité dans leur pickup. C'est le bon move a faire je crois pour avoir un impact moindre sur les business.

TSMC sont accoté au niveau de production et leur priorité sont dans l'électronique (Hopital, travail de maison, école, uni, divertissement pour la santé mental). C'est pas le temps de priorisé l'industrie de l'automobile pour ti joe qui veut changer sa Sonata 2016 pour une 2021. Ils prévoient que le shortage va se calmer en 2023 suite a l'ouverture de nouvelle usine.
 
Intel va utilisé une partie de leur production pour aider au constructeur a faire les chips. Il prévoit que la pénurie va durer au dela de 2022 (https://www.washingtonpost.com/technology/2021/04/13/intel-ceo-semiconductor-chip-shortage/)

Lors du Tsunami de 2011, Toyota avait perdu leur chip et c'était la raison de leur faible retour en force. Ils ont été moins affecté par le covid, car depuis le tsunami ils ont toujours un stockpile équivalent a 6 mois de production.

Au début de la pandémie quelque manufacturier comme GM, Ford et Volkswagen ont annuler leur commande de chips. C'est de leur propre faute si ils sont dans cette situation.

GM mets la priorité dans leur pickup. C'est le bon move a faire je crois pour avoir un impact moindre sur les business.

TSMC sont accoté au niveau de production et leur priorité sont dans l'électronique (Hopital, travail de maison, école, uni, divertissement pour la santé mental). C'est pas le temps de priorisé l'industrie de l'automobile pour ti joe qui veut changer sa Sonata 2016 pour une 2021. Ils prévoient que le shortage va se calmer en 2023 suite a l'ouverture de nouvelle usine.

Intel backed themselves into their own corner by not adopting industry standard practices like you have at TSMC, Global Foundires, etc. So its great that they have bespoke manufacturing for their own silicon and wafer needs, but they can't offer production to anyone currently until they standardize some of their lines.
 
Intel backed themselves into their own corner by not adopting industry standard practices like you have at TSMC, Global Foundires, etc. So its great that they have bespoke manufacturing for their own silicon and wafer needs, but they can't offer production to anyone currently until they standardize some of their lines.

I understood that Intel was also diverting away from owning their own foundries and manufacturing facilities... is that not the case?
 
I understood that Intel was also diverting away from owning their own foundries and manufacturing facilities... is that not the case?

For the record, I am no expert in the domain. Just a tech fan with lots of free time to read.

Intel has run into a serious die shrink hurdle trying to move past the 14nm fab node. I don't know how well versed you are in the chip world, but Intel's current 11th gen Rocket-Lake CPU is still on 14nm. They were supposed to be well into 10nm fab by now.

Currently Apple is actually the driving force behind the rapid die shrink evolution in this space. They write the cheques, and TSMC continues to manage to push the envelope. So while Intel is spinning it's wheels trying to transition from 14nm down to 10nm, AMD is sitting on 7nm with TSMC, and will be moving to 5nm with Zen 4, and Apple with their M2 are currently at 5nm with TSMC.

So its very possible that Intel is/was under enormous pressure to solve their fabrication issues, and one solution was to outsource. But now with the various levels of governments looking to throw money at the fabrication problem, Intel may be sitting in a perfect position to properly standardize and expand their fab process without having to write a huge cheque.
 
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I haven’t really had time to follow this … but I am aware of the problem because I follow computer security blogs.

Does this have anything to do with running out of silicon? Or is this just China artificial shortage as economic punishment to the west ?

Ps sorry if my understanding of this issue
Is weak before all the regular suspects pile on .
 
nothing to do with China punishing anyone
COVID: Facilities closed so back log
COVID at home, increase demand for video game system, increasing back log
Covid at home again, anything home entertaining with a ship: increase demand (for entertainment and also, more money available as no more outdoor activities, so more purchase)
And more and more stuff need ships like cars, etc.
COVID: lower production at the same time demand increase, can't provide enough.
 
nothing to do with China punishing anyone
COVID: Facilities closed so back log
COVID at home, increase demand for video game system, increasing back log
Covid at home again, anything home entertaining with a ship: increase demand (for entertainment and also, more money available as no more outdoor activities, so more purchase)
And more and more stuff need ships like cars, etc.
COVID: lower production at the same time demand increase, can't provide enough.

Plus you forgot that - especially in Canada - even the unemployed because of Covid got free money so they could afford to buy all those things they always wanted.
 
So its very possible that Intel is/was under enormous pressure to solve their fabrication issues, and one solution was to outsource. But now with the various levels of governments looking to throw money at the fabrication problem, Intel may be sitting in a perfect position to properly standardize and expand their fab process without having to write a huge cheque.

that's basically it

and yes I think chip fabrication will become subsidized in the interest of "national security" (in the broader sense of the term).
 
nothing to do with China punishing anyone
COVID: Facilities closed so back log
COVID at home, increase demand for video game system, increasing back log
Covid at home again, anything home entertaining with a ship: increase demand (for entertainment and also, more money available as no more outdoor activities, so more purchase)
And more and more stuff need ships like cars, etc.
COVID: lower production at the same time demand increase, can't provide enough.


Pretty much. These complex fabrication facilities take months upon months to ramp up and return to normal throughput following a full stop. Every single component and resource required in the chain to make a single chip is also facing the same reopening and ramp up pains. All of these different facilities reopen at a different cadence as well so it will still be some time before we get back to the regular rhythm.
 
Intel and their 14nm+++++++ biting them in the ass again.

It's a bad time to consider divesting yourself from your fab facilities and just contracting out when everybody else's gucci production capacity has been spoken for by other top dogs.

Sorry "Tim Apple", we're not going to be able to deliver on our commitments to you as Intel would like us to build some chips for them too so they can be competitive for a change. That's not going to happen.
 
Ça vaut encore la peine de faire du mining.

J'ai un système et quelques cartes vidéos (Radeon 4850x2, GTX 960, GTX1060) qui ne me servent à rien pour le moment.

Pm si tu veux vendre

Une 3080 rapporte environ 350/mois ces temps-ci.
 
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