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AMD:全球芯片緊缺的情況將於22年下半年得到緩解
uSMART盈立智投 09-28 22:22

AMD(AMD.US)首席執行官蘇姿豐週一表示,儘管明年上半年全球芯片短缺的情況可能會繼續吃緊,但將會在2022年下半年得到緩解。

在疫情造成供應鏈出現嚴重瓶頸後,芯片製造商正在加緊生產以滿足需求。蘇稱,去年就計劃建造的芯片製造工廠很可能在未來幾個月就會交付並投入生產芯片,這有助於緩解個人電腦端和其他微芯片的供應短缺。她表示,隨着更多的生產力變得可用,情況將會逐步改善。“建設新的製造工廠可能需要18到24個月,有些情況下甚至更長。”“而目前很多新工廠的這些投資是大概是一年前開始的。”

據悉,自2020年新冠疫情開始以來,隨着全球各地的消費者爲家裏購買新電腦,以便他們的孩子可以通過遠程教學學習,PC端的銷量大幅上升。蘇表示:“疫情將需求提升到了一個新的水平。”

然而即使經濟復甦,對芯片和個人電腦端的芯片需求仍將保持在高位,這是由於芯片供應短缺的情況已蔓延至包括汽車在內的其他行業。這使得AMD的股價自去年年初以來上漲了120%以上。蘇表示,AMD支持今年早些時候生效的《芯片法案》,法案中含有對在美的芯片製造商補貼的條款,以鼓勵芯片企業生產。

事實上,AMD不生產自己旗下的芯片,而是將生產外包給其他芯片代工廠。AMD的競爭對手英特爾(INTC.US)今年表示,將繼續投資製造微芯片,並將成爲其他芯片公司的代工廠。而在去年,AMD宣佈計劃以350億美元賽靈思(XLNX.US),但該公司尚未獲得完成收購所需的全部批準。蘇表示,AMD仍認爲這筆交易將在今年年底前完成。

半導體行業可能會出現更多收購交易,她補充道。“企業間整合是不可避免的。”“如果想在這個行業推動一些項目,規模是非常重要的。”

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