Today, November 29, is a day marked for being the Cyber Monday that concludes the offers and promotions of Black Friday although for those who hope to buy a new graphic or believe that the situation of squash crisps will improve in the short term could be before his particular Blue Monday (the saddest Monday of the year).
The reason? The statements on that subject of Mark Papermaster, Chief Technology Officer, AMD and one of the most important characters of the technology manufacturer directed by Lisa Su and who is in charge of supplying graphics cards and processors to our computers … and also creating the APUs (processors with integrated graphics) in PlayStation 5 and Xbox Series X / S.
Bless Mark, “we will see one decrease in supply in the second half of 2022 that will last until 2023. It is then that we project the normality of equilibrium between supply and demand“In addition, Mark also points out that although we are facing a year of shortage of components, in 2021 AMD has”expected growth of 65% in revenue compared to 2020“something that they have been able to achieve thanks to the work of the supply chain, all this in the middle of the rumors that AMD began to partner preferentially with Samsung when it comes to making chips because TSMC, its main partner so far , is giving Apple more privileges than other companies.
A black future until 2023 also for Intel and NVIDIA
AMD’s CTO is not the only big name in the tech industry pointing out that supply issues will continue throughout 2022 and won’t end in 2023 as its competitors, Intel and NVIDIA, also have similar forecasts in this sense.
First was the Intel CEO Pat Gelsinger, the one who claimed that his company was currently at its worst, though “each quarter of next year we will gradually improve, but we will not have a balance between supply and demand until 2023“.
For his part Jensen Huang, the CEO of NVIDIA, declared in an interview published by Yahoo on November 15 that demand would continue to exceed supply during 2022 since they do not have “magic solutions“in the supply chain, also pointing to the fact that 2023 will finally be the year in which the industry will regain normalcy.