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Intel CEO pessimistic: global chip supply shortage will continue for many years

Use wechat scan QR code < / P > < p > to share with friends and circle of friends < / P > < p > April 14 news, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E8%8B%B1%E7%89%B9%E5%B0%94 "> Intel < / a > CEO pat Gelsinger attended the White House < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> chip < / a > in an interview after the summit, it said that due to soaring demand and limited production capacity, it hit < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E6%B1%BD%E8%BD%A6 "> it will take" a few years "to alleviate the global chip supply shortage of the automotive < / a > industry and other manufacturers. According to Gelsinger, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8D%8A%E5%AF%BC%E4%BD%93 "> semiconductor < / a > companies can take some short-term measures to alleviate some of the crisis, and said Intel's goal is to increase the production of automotive chips within six to nine months. But he said it will take longer to solve the problem thoroughly. "We believe we have the ability to help, but I think it will take a few years to solve the problem completely, after all, it will take time to increase production capacity," Mr Gelsinger said Novel coronavirus pneumonia is a major driver of

's supply chain, which is driven by widespread fluctuations and soaring demand. The supply of computer chips is tight, which is the most obvious blow to carmakers and even forcing their factories to temporarily suspend production. However, Gelsinger said the problem also affected all walks of life, including manufacturers of personal computers and other devices. At the White House chip summit, medical device suppliers were also deeply concerned about the shortage of chips, Gelsinger said. < / P > < p > Gelsinger said Intel has been negotiating with auto manufacturers and auto parts suppliers to increase auto chip production in the next few months, and said Intel plans to start delivering additional chips within six to nine months. But he admitted: "it will never solve all the problems, but it will help and relieve the pressure." < / P > < p > GM and Ford announced last week that they plan to temporarily shut down several North American plants due to supply problems, but GM cancelled some of the closure plans on Tuesday. Its Tennessee plant will reopen earlier than originally planned, and its Mexico plant will continue to operate. "GM's supply chain organization has made great progress in working with our supply base to mitigate the short-term impact of core shortages on these plants," a company spokesman said < / P > < p > Willy Shih, a professor of technology and manufacturing at Harvard Business School, said that one problem that complicates chip supply is that manufacturers are placing chip orders with multiple factories because they are not sure which orders will be accepted. "Suppose you're a car manufacturer and you want more chips, but the lead time is up to a year," he said. How much do you want to order? Do you order from multiple sources? I bet you will < p > < p > Shi Zhaowei said that the chaotic orders make it more difficult for chip manufacturers to decide how they need to allocate supply to meet the actual short-term demand. < / P > < p > in order to ensure more domestic chip supply in the long run, Biden's government proposed to allocate $50 billion to subsidize the semiconductor manufacturing industry, which was widely supported by both parties. < / P > < p > last week, an auto industry trade association proposed that part of the funds be used to support the construction of production capacity for auto chips. "As we all know, as the largest manufacturing industry in the United States, the automobile industry has contributed $1.1 trillion to the U.S. economy, accounting for 5.5% of the country's GDP," the alliance said in a letter to the U.S. Department of Commerce < / P > < p > Gail Singh confirmed that the auto manufacturers put forward this statement again at the White House chip summit, but it was opposed by other industry leaders who did not want preferential treatment for any industry. < / P > < p > Gelsinger and Tom Caulfield, CEO of global foundries, another semiconductor company, said upstream of the meeting that the United States set a positive goal to expand domestic chip manufacturing. At present, about 12% of the world's semiconductors are made in the United States. Caulfield calls for doubling the current market share, while Gelsinger hopes to increase it to more than 30%. < / P > < p > to achieve such an ambitious goal, the government needs to provide more capital than the currently proposed $50 billion and more investment in the industry, Gelsinger said. Intel announced last month that it would spend $20 billion to build two plants in Arizona, a new strategy to start producing chips designed by companies other than Intel. < / P > < p > the US semiconductor industry believes that the federal government needs to provide more subsidies to compete with Asian countries. Asian countries have provided a lot of financial subsidies to chip manufacturers to encourage them to build production capacity. But Mr Shi said subsidies could be a waste, saying < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8F%B0%E7%A7%AF%E7%94%B5 "> over the years, the world's largest chip manufacturers such as TSMC < / a >, Samsung and so on have invested billions of dollars in improving production capacity. (small) < / P > < p >


2023-03-22 10:04:32

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