El CEO de Intel espera que la escasez de chips dure hasta 2024

In an interview with CNBC’s TechCheck, Intel CEO Pat Gelsinger said he expected the chip shortage to continue to drag on, at least until 2024. Unfortunately he didn’t go into too much detail as to why, beyond there being an equipment shortage, which in turn will slow down the speed at which new fabs can be put online. In other words, Intel is pointing fingers at ASML and other companies that manufacture the various types of equipment that is needed to manufacture semiconductors.

Intel is the first company to have publicly said that the semiconductor shortage will continue longer than initially expected, where most companies expected things to ease off towards the end of this year, or at least sometime in 2023. No es probable que la escasez afecte a Intel cuando se trata de productos que la empresa fabrica internamente., pero si la escasez continúa en el futuro previsible, podría tener un mayor efecto en cadena cuando se trata del amplio ecosistema del que depende Intel, como placas base. La otra preocupación son, obviamente, los productos de Intel que están siendo fabricados por TSMC., donde es probable que la empresa vea una mayor competencia cuando se trata de obtener acceso a suficiente capacidad en ciertos nodos de producción.