Is the semiconductor shortage caused by shortage of raw material or not enough production capacity?

🙂 as far as i understand it

*wrong planing*
Covid last year meant that fabs expected fewer orders and downsized.

*Sudden huge increase in chip demand*
Now that everyone works from home everyone needed laptops and second screens thus more chips.

*Automakers*
The european automotive industry is shifting to electric and they need huge amounts of chips in bulk. They've got agreements to buy most of the chip making production capacity.

*Shipping*
Covid was rampant among logistics workers at ports so there is also a shortage of available shiping containers in China. Because of that inbalance all the containers are elsewhere. As it doesn't make sense to ship back empty containers and supply/demand for exporting goods to china is low, transport prices soar.

It is because intel wasted all the sand on their 11th gen desktop mega fail processors.

tsmc chip wars
https://youtu.be/U1jN0Dizn9M

@heyheni not it's fault? Governments/companies bought the problem onto themselves...

These days their ability to forecast future needs send to be limited to 1yr at most... Main goal... Lower costs... ¯\_(ツ)_/¯

@lamka02sk can't they just recycle it?

@heyheni yes

@heyheni Car industry? The opposite.

TLDR: The car industry thought they were a big player with semiconductors and now get put in their place.

They are a minor customer overall, and these morons have a track record of badly fucking their suppliers. The car idiots actually cancelled orders last year because they thought nobody was buying cars and hey they could save $$$ by dumping the situation on their suppliers as always.

The chip industry however was like, yeah cool, the computer industry is happy to suck up that freed capacity.

Then the car fuckers get back to the chip industry, uhhhmm we want chips right now. The chip industry, wait what, you cancelled, we re-allocated that capacity elsewhere, now go and wait.