>>30223121
The semiconductor shortage is very misunderstood tho.
There is a shortage in two very specific areas:
- GPUs: no need to explain this one on this shit board
- Some automotive chips. These are more interesting. The thing that happened is something liek this:
>automotive OEMs get spooked by the coofs
>they scale down production way much
>cancel preorders of a ton aof chisp
>these are very old, cheap, deprecated chips nobody wants. OEMs love these, because they are super stingy
>manufacturers tear down the assembly lines for these old and shitty chips. They are glad to do this too, because the profit margin just isn't there
>coof turns out to be not that bad
>OEMs try to resume production.
>They re-order the chips
>Noone makes them anyomre
>OMG SHORTAGE
>BIDEN, DADDY, HALP
It's more structural than broad.
Thsi is not to say that there won't be increasing demand for chips each year, but the shortage is short lived and absolute bullshit.