Semiconductors, or rather their lack, have brought both the technology sector and others more or less dependent on it to the fore. Supply chain, key element however, until now virtually unknown to the general public, it has been the protagonist of many headlines and reports directly related to limited production and shortages of a variety of products, from video consoles to automobiles.
During the last two years, in which we have felt this lack intenselyPredictions of when it will end have varied wildly, although in general they almost always point to the medium or even long term. And it is understandable, because the commissioning of new production infrastructures was necessary for the supply chain to be able to meet the enormous existing demand.
Many reasonably recent forecasts have suggested that this situation will last until at least the very end of 2023 or the beginning of 2024, which is a very grim outlook. However, as we can read on VentureBeat, the end of this vicissitudes could be closer than analysts predictedwhich is of course influenced by both the manufacturing market and the demand for products that require these components.
To the first point, to production, over the course of months progress was made in commissioning new factories, and the sector is awaiting the approval of a new law in the United States, which will result in economic assistance for the start-up of new factories. Some companies, such as Intel, are waiting for the aforementioned legal action to begin construction of these new manufacturing centers. And that’s only in the United States, new factory projects are already underway around the world.
On the other hand, rising global inflation and growing economic uncertainty are acting as a drag on consumption, and sectors most affected by shortages in the semiconductor supply chain may be greatly affected drop in demand. However, this reduction would moderate the stated levels of demand, allow supply to be better matched to demand, and allow time for all the factories, which are only projects today, to become fully operational.
