美晶片商Marvell料晶片短缺情況持續至明年底
《CNBC》報道,美國晶片製造商Marvell Technology(MRVL.US)行政總裁Matt Murphy在出席論壇活動時表示,目前半導體每個終端市場需求同時上升,是他從業27年來未見。若情況持續,將出現非常痛苦的時期,包括整個2022年。他指即使多間晶片製造商宣佈計劃擴產,但額外供應不會在2023及2024年前出現。
超微半導體(AMD.US)行政總裁Lisa Su在同一論壇上指,業界經歷過行業高低潮,亦曾出現供不應求及供過於求情況,但今次情況不同。她預期,明年上半年晶片供應仍然緊張,而下半年則因產能釋放使情況改善。她指建立新廠房需要18至24個月,部分情況下需時更久,有關投資已在1年前開始。
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