The global chip shortage could finally be coming to an end
Acer’s comments are in stark contrast to that of Micron’s
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One of the world’s leading PC vendors believes the global shortage of chips is starting to ease and will continue to improve in the second quarter of the year.
The reassurance comes from Andrew Hou,Acerpresident for Pan-Asia Pacific Operations, during an interaction with the press, as reported by Reuters.
Several factors led to the shortage of chips, which reportedly first surfaced in the fourth quarter of last year. Manufacturing unit shutdowns owing to the Covid-19 pandemic is largely blamed as the trigger for the crisis that rapidly depleted vendors’ inventories.
Hou said suppliers however quickly “jumped into action” to address the situation. He added that sales in his region, which excludes China, are very healthy, as companies and governments are placing orders forlaptopsin bulk to help sustain theremote-first work-from-home environments.
Is it really over?
However, Hou didn’t address the impact of the unprecedented drought in Taiwan, which accounts for a majority of world’s chip production.
The various measures imposed by the government to check water usage, including curbing the supply of water to several industrial areas, has had a dramatic impact on the silicon fabrication units.
In fact, Hou’s comments are in stark contrast to that ofMicron’s CEO Sanjay Mehrotra, who, in an earnings call last week, said hedoesn’t see the situation improvinganytime soon.
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True, Mehrotra was speaking from the point of view ofRAM, which accounts for over 70% of Micron’s revenue.
But as a critical component in virtually all computers, a shortage of RAM will have a cascading effect to drive up prices for laptops andworkstations, putting his views diametrically opposite to that ofAcer’s Hou.
Via:Reuters
With almost two decades of writing and reporting on Linux, Mayank Sharma would like everyone to think he’sTechRadar Pro’sexpert on the topic. Of course, he’s just as interested in other computing topics, particularly cybersecurity, cloud, containers, and coding.
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