As I have mentioned many times, there is no way we can make enough equipment to satisfy the current semiconductor reshoring craze:
Intel admits expansion to be restricted as it works with ASML to boost capacity
Chipmakers’ multibillion-dollar expansion plans will be constrained by a shortage of critical equipment over the next two years as the supply chain struggles to step up production, according to one of the industry’s most important suppliers.
The warning comes from Peter Wennink, chief executive of ASML, which dominates the global market for the lithography machines used to make advanced semiconductors. “Next year and the year after there will be shortages,” Wennink said. “We’re going to ship more machines this year than last year and . . . more machines next year than this year. But it will not be enough if we look at the demand curve. We really need to step up our capacity significantly more than 50 per cent. That will take time.”
His comments come as the semiconductor industry accelerates investment in new production to meet a global shortage of chips and surging demand. Analysts expect the market to double to $1tn by 2030.
www.ft.com
Intel admits expansion to be restricted as it works with ASML to boost capacity
Chipmakers’ multibillion-dollar expansion plans will be constrained by a shortage of critical equipment over the next two years as the supply chain struggles to step up production, according to one of the industry’s most important suppliers.
The warning comes from Peter Wennink, chief executive of ASML, which dominates the global market for the lithography machines used to make advanced semiconductors. “Next year and the year after there will be shortages,” Wennink said. “We’re going to ship more machines this year than last year and . . . more machines next year than this year. But it will not be enough if we look at the demand curve. We really need to step up our capacity significantly more than 50 per cent. That will take time.”
His comments come as the semiconductor industry accelerates investment in new production to meet a global shortage of chips and surging demand. Analysts expect the market to double to $1tn by 2030.
Chipmakers face two-year shortage of critical equipment
Intel admits expansion to be restricted as it works with ASML to boost capacity
www.ft.com