The memory chip sector has a long list of pain points that factor into its unpredictable future in the next quarter and beyond. Some market trends indicate demand will soften, while others show if the previous climate is any indication, then shortages could persist through 2022.
The EU, US and Asia all have one thing in common when it comes to semiconductors—all are willing to invest billions in research and production to claim a stronger stake in global market share.
SSD supply follows cyclical market demand and production for memory modules. But a Q3 shortage could result from allocation issues and material shortages.
Global semiconductor company, AMD, displayed steady growth in recent years, but the company’s expanding bubble nearly burst amid supply chain woes. A combination of rising market share stunted by a lack of supplier diversification and the global chip shortage were just a few factors that rocked the company and led it to re-evaluate its production model.
Global demand for cryptocurrencies is on the rise and a new wave of cryptomania has been triggered by major institutional investors joining the market.
The island of Taiwan is experiencing its worst drought in over 50 years. For the entire semiconductor industry, this could mean exponentially worsening shortages.