«لیسا سو»، مدیرعامل شرکت AMD میگوید در نیمه دوم ۲۰۲۲ از شدت بحران کمبود جهانی تراشه کاسته میشود. با این حال، شرایط احتمالا در نیمه اول سال آینده دشوار خواهد بود و بازار همچنان محدودیتهایی خواهد داشت.
خانم سو میگوید به دنبال بحران شدید کمبود چیپ، تراشهسازان همچنان در تلاشند تا به نیاز بازار پاسخ دهند. اما کارخانههایی که پارسال احداث شدند، احتمالا در ماههای آینده تولید تراشه را آغاز خواهند کرد. این کارخانههای جدید میتوانند به رفع مشکل تامین قطعات PC و سایر ریزتراشهها کمک کنند.
مدیرعامل AMD که در «کنفرانس کد» در بورلی هیلز کالیفرنیا حاضر شده بود، افزود: «همیشه چرخههایی از افت و خیز وجود داشته و میزان تقاضا از عرضه بالاتر رفته یا بالعکس. ولی این بار ماجرا متفاوت است.» سو میگوید بازگشت به شرایط عادی به آهستگی انجام میشود چون ظرفیتهای جدید تولید به مرور در دسترس قرار میگیرند.
به گفته او، آغاز به کار یک کارخانه جدید میتواند حداقل ۱۸ تا ۲۴ ماه طول بکشد. کمبود جهانی تراشه باعث شد پارسال سرمایهگذاریهای زیادی در این زمینه انجام بگیرد و کمکم میتوانیم منتظر نتیجه این سرمایهگذاریها باشیم.
شرکت AMD یکی از فروشندگان اصلی پردازندهها و کارتهای گرافیک PC، کنسولهای بازی و سرورهاست. فروش PC از آغاز همهگیری ویروس کرونا افزایش چشمگیری داشته چون افراد بیشتری به دلیل خانهنشینی به کامپیوترهای شخصی نیاز پیدا کردند. لیسا سو میگوید: «همهگیری میزان تقاضا را به سطح جدیدی برد.»
مدیرعامل AMD میگوید این شرکت حامی طرح CHIPS است که چند وقت پیش به قانون تبدیل شد. این قانون شرکتهای تولیدکننده تراشه را به تولید ریزتراشه در خاک آمریکا تشویق میکند. البته تراشههای AMD توسط خود این شرکت ساخته نمیشوند و کارخانه سایر شرکتها این کار را انجام میدهند.
AMD پارسال سعی داشت با پیشنهادی ۳۵ میلیارد دلاری Xilinx را بخرد، اما تاکنون هنوز تاییدیههای لازم برای تکمیل فرآیند خرید را دریافت نکرده است.
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