Chip industry: future outlook
Sales outlook for one of the worlds biggest supplier to semiconductor makers, ASML, soared this week. A rally from chip giants, such as TSMC and Intel’s, to boost output is suspected to have boosted orders.
Founder of AKHAN semiconductor, Adam Khan, predicts that the broader supply crunch might continue until the second quarter of 2022. Khan, however, further noted that this timeline was “aspirational,” Reuters quotes.
The statement is supported by the CEO of chip startup Cerebras Systems, Andrew Feldan. Feldan agreed that vendors were quoting lead times as long as 32 weeks for new chips and components.