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Semiconductor Industry: Continuous Semiconductor Supply Shortage

Semiconductors such as GPUs, automotive semiconductors, SiCs, and APs, are all in short supply. While demand is sound, the main issue is a lack of manufacturing facilities. We expect the supply shortage to persist for the time being.

www.businesskorea.co.kr, Jan. 14, 2021 – 

GPU supply shortage difficult to resolve before April

Recently, semiconductors such as GPUs, automotive semiconductors, silicon carbides (SiCs), and APs, have been in short supply. While demand is sound, the main issue is a lack of manufacturing facilities, such as foundries. We expect this situation to sustain for the time being.

Recently, NVIDIA commented on the recent GPU supply shortage at its new GeForce RTX event. The company said GPU supply is currently very tight and the shortage will not be resolved before April. The firm also mentioned that supply cannot keep up with demand. For GPUs, an increase in gaming demand due to the recent non-face-to-face trend and demand for cryptocurrency mining have been added to the shortage of major products. TSMC and Samsung Electronics' foundry division, both of which produce semiconductors for GPUs, are running at 100% utilization rates.

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