On the shortage of microchips in the world market: from the word "buy" to the word "get"

One of the manifestations of the global crisis, which is also associated with the impact of the pandemic, is associated with a shortage of microchips (microcircuits) in the world market. Considering that these components are in demand today in a wide variety of technical devices, the impact of this shortage should definitely not be underestimated.

Those microprocessors that a couple of years ago cost several dollars in purchase, today they are sold at prices that are at least 10-15 times higher than the previous ones.

The world began to experience problems associated with the availability of a sufficient number of computer equipment and components. In this regard, a word from the Soviet past began to come back into use when it came to scarce goods - the word “get” instead of the word “buy”. Today they no longer buy video cards, they "get it". The so-called miners also played a role here, but they are not at all the main reason for the deficit.

The microchip shortage began to manifest itself in 2020. Today it affects the world economy in the most negative way. Manufacturers of not only electronic gadgets, but also, for example, automobiles, took up their heads. Many companies, due to problems with the supply of chips, are abandoning plans to expand production of "smart" cars, moving to production of more modest options in terms of equipping electronics.

Sergey Tryukhan talks about the problem in the global microchip market. The video was published by Tactic Media:

Comments

[mitroha]

Surprisingly, there are problems with microchips, gas, oil and electronics in the world. But some of us are trying to convince us that the trouble is only in Russia, while the rest live in abundance.

[tihonmarine]

Quote: Mitroha

Surprisingly, there are problems with microchips, gas, oil and electronics in the world.

And also with magnesium, which is 95% supplied to Europe by China. And Russia has nothing to do with it.

[mitroha]

And this, I suspect, is somewhat of a response to the American struggle with China ...

[tihonmarine]

Quote: Mitroha

And this, I suspect, is somewhat of a response to the American struggle with China.

And the people do not believe this, minus, although for a long time the Chinese have been selling magnesium for 7000 greens, instead of 1000. And then it is catastrophically lacking, and why even schoolchildren know magnesium.

[Shurik70]

But how could the Covido crisis affect electronics manufacturing?
Everything is automated there. People need a minimum.
This means that the problem is not in production, but in delivery.
Here in transport (and in unloading and loading), the lack of people can really affect

[tihonmarine]

Quote: Shurik70

But how could the Covido crisis affect electronics manufacturing?

Well, in about the same way as the "covid" influenced the rise in gas in Europe.

[Shurik70]

Quote: tihonmarine

Well, in about the same way as the "covid" influenced the rise in gas in Europe.

Covid has little to do with gas prices.
The main thing is intrigue against Russia. Themselves "scribbled". Themselves and disentangle.
Europe was also let down by "green" energy. They abandoned nuclear power plants and thermal power plants too early, their industry does not have time to bring "green" technologies to excess capacity.

[tihonmarine]

Quote: Shurik70

Covid has little to do with gas prices.

So did the rise in prices for electronics and magnesium.
Everything we were taught under the USSR - capitalism with an animal face.

[Shurik70]

Quote: tihonmarine

animal-faced capitalism

I say - the crisis with microchips is artificial.
The production has sufficient capacity. The logistics are simple - the chips do not take up much space, and one truck will meet the annual demand of a large enterprise.
The only reason is to artificially create a deficit to raise prices

[tihonmarine]

Quote: Shurik70

I say - the crisis with microchips is artificial.

Naturally, they first raise it, but they will forget to lower it (although they will not lower it much). Excess profit is how you need to get it.

[ABC-schutze]

You are greatly mistaken. From the word - "very much" ...

First, a lot is automated, but far from "everything" ...

Secondly, there is the production of, in fact, microelectronic components (including the so-called "microchips" grow "), and there is the production of" printed circuit boards ", where, let's say, all this is" inserted. "

And the "remaining" highly qualified personnel, all "this" is maintenance (technological equipment that provides metrological support, quality assurance and control and reliability at ALL stages of the corresponding production cycle (both in the production of microchips and in the production of printed circuit boards), design and technological support and, even, "elementary" shipment - sales) is also quarantined and (or) operates in a "red" mode, which greatly reduces productivity).

Thirdly, in addition to manufacturers, there are also so-called. "suppliers". Accordingly, the components themselves, printed circuit boards and "finished products" (well, that is, to warehouses, shops and a specific customer). So, the suppliers also have "quarantine" and "remote control". Regardless of whether the "tanker" is "stuck" somewhere or not.

By the way, for a number of positions and for a number of consumers, suppliers must also carry out the "quality conformity" procedure. Including and the so-called. XRF (destructive physical analysis.

So, not everything is "so simple and understandable". Yes, those who can use the moment for "cutting cabbage" (these are, basically, those who had a good warehouse stock and in sufficient nomenclature. But not like those who "worked from wheels").

And whoever, perhaps, throws off the "substandard" (with "boundary" parameters). In the park, a consumer who is pressed by the "contractual deadlines" and is forced to close his eyes to this ...

But, in general, everywhere, “covid is covid” ... One technologist “flew in”, everyone who “contacted” him went into quarantine (self-isolation). Including equipment adjusters and quality inspectors. So we "got up" for three weeks. If the "flying" in the "wooden mac" does not put on (which is possible ...). And to find a replacement for a highly qualified technologist ... Well, you yourself guess ...

[tihonmarine]

Quote: Shurik70

I say - the crisis with microchips is artificial.

As with gas, prices have been artificially raised. Everyone "makes" their own gesheft.

[businessv]

Quote: Shurik70

their industry does not have time to bring "green" technologies to excess capacity.

The point is not in the industry, but in the absence of those willing to do business with dubious results! You, apparently, do not know how profitable it is at the present time? I hasten to assure you that this can only be "profitable" by compulsion, and even then if the state has nowhere to put the money, ie. it is not profitable at all! The manufacturer sold generators at an average price of 1 euro per watt, today this price has increased due to the general increase in prices. Generation of electricity by a wind generator. energy is unstable, generators require constant maintenance, oil changes, etc. charms.

[Vadim237]

It is much more profitable to invest money in the development of nuclear and thermonuclear energy - than in this "Green razvodilovo for suckers".

[businessv]

Quote: Vadim237

It is much more profitable to invest money in the development of nuclear and thermonuclear energy - than in this "Green razvodilovo for suckers".

I agree 100%! The fact is that the West has lost the technology for building safe nuclear reactors, and therefore they are drowning for the green!

[Letun]

Quote: tihonmarine

and for what magnesium even schoolchildren know.

Explosionpackages do?

[Ilya-spb]

Long live our microcircuits! The largest in the world!

Give us domestic microelectronics!

[Dartik]

Quote: Mitroha

Surprisingly, there are problems with microchips, gas, oil and electronics in the world. But some of us are trying to convince us that the trouble is only in Russia, while the rest live in abundance.

Europe for the most part lives in prosperity, they are not particularly affected by the crisis that is now going on, for example, in almost all EU countries they pay everyone (even particles) 60 percent of their salaries. RF can boast of such a thing? Or are we okay?

[Aleksandre]

Quote: Dartik

Europe for the most part lives in prosperity, they are not particularly affected by the crisis that is now going on, for example, in almost all EU countries they pay everyone (even particles) 60 percent of their salaries. RF can boast of such a thing? Or are we okay?

Well, think for yourself, if you just donate money to anyone, then how can respected people get rich by 50-60 billion for each pandemic year? Voooot, you need to treat the situation with understanding and full respect for rank.

[Vadim237]

And how they get richer by 50-60 billion dollars a year for an hour is not due to the fact that numerous investors are investing money in their business, withdrawing these funds from other risky areas during the crisis, and yes, this is not money in your pocket, so this wealth is very conditional.

[Phil77]

Back in USSR? Joke if that.

[bubalik]

Seryoga, what are you comparing with?
THE USSR? Perhaps.
Russia ?

The reason for the shutdown of all assembly lines of AVTOVAZ is the shortage of electronic components. "Russian car", with reference to its own sources at the plant, accurately indicates a scarce position - a chip of the ABS system sensor from Bosch.

The microcircuits for these sensors are manufactured in Taiwan, and the sensors themselves are assembled in Malaysia.

,,, and where are the victories?

[Phil77]

No, Seryozha. It's just that the word "get it" in the headline surprised me a little. I haven't heard it in this sense for a long time, now it is somehow widely used "buy". In general, I immediately wrote that it was a joke. No more.
Yes, and the photo from the film fit well, no? Well, I'm sorry.

[Vadim237]

And it is not profitable to produce them at home, since with those industries and the market that such productions will not pay off in Russia - they spent 65 billion rubles on Angstrem T on the production of microprocessors 65 and worked a little bit and went bankrupt because there were no customers. The citizen buys microprocessors abroad from military their manufacturers. Now VTB is trying to restart it to switch to the production of 45 nm microprocessors and at 28 nm they invited specialists from the same TSMC.

[lucul]

On the shortage of microchips in the world market: from the word "buy" to the word "get"

"Deficit under capitalism is impossible" - the liberals shouted to us all the 80s)))
Ага.

[Mini Mokik]

But there is no shortage of liberals from the word Absolutely.

[tihonmarine]

Quote: Mini Mokik

But there is no shortage of liberals from the word Absolutely.

They're like bedbugs in an old closet.

[tihonmarine]

Quote: lucul

"Scarcity under capitalism is impossible" - the liberals shouted to us throughout the 80s

That's why they are liberals, listening to them - the ears will swell.

[ViacheslavS]

A deficit is still possible, even under capitalism, even under any other economic system, especially with such an unpredictable factor as a global epidemic and almost the same global lockdown, with a violation of the usual logistics. A huge number of people switched to work remotely, which led to a spasmodic demand for computers, laptops, laptops, etc. The capitalists will adjust to the demand, increase production volumes, or build new factories.

[military_cat]

Quote: lucul

"Deficit under capitalism is impossible"

This is true when it comes to chronic deficiency. And the temporary one every time a new iPhone model is released or a new generation of game consoles, even without a pandemic.

[Vadim237]

Who said that - a deficit under capitalism is possible but in certain areas, but we can solve it for a certain period of time, there will be demand and supply of new microprocessor production in South Korea, China and the United States are building.

[mitroha]

Quote: Phil77

Back in USSR? Joke if that.

Joker, damn it Super movie

[knn54]

Chipogeddon, however.

[Vadim237]

Until the end of 2022 and early 2023, it will come to naught.

[rocket757]

Nothing new, in general .... different problems, glimpses, everyone had and INCREASED gradually.
Some who are the "smartest" wanted to solve their problems at the expense of others, i.e. as usual ... but no, it won't work out that way, the biggest of those at whose expense they wanted to do this showed an insolent fig !!! And his fig turned out BIG!
Boom to see when and how it dissipates?

[Million]

A deficit is a manageable thing. If it has arisen, it means that someone needs it.

[Wedmak]

And you know what else I will say ... The general thirst for consumption, when electronics is thrown away in favor of the changed fashion, has played a significant role, although it still works great. Well, that's the consequences ...

[andr327]

Plus, the fact that they began to produce things-minutes with a small resource, not repairable and requiring quick replacement. Although they consume resources in the same way

[Vadim237]

Well, here everyone can afford good and high-quality things are more expensive, they are more durable.

[123456789]

To eliminate crises, capitalism must be destroyed. ... about the world crisis, which was made on June 27, 1930 by I.V. Stalin to the XVI Congress of the CPSU (b).

[ViacheslavS]

It would be great if the crises were purely to blame for capitalism and there was some kind of miracle system in which there would never be a crisis or a deficit.

[Turist1996]

Well, apparently, such a science as history is completely alien to you ..

[ViacheslavS]

and if you turn to this story, then you can read about the financial / economic crises in the Roman Empire, ancient Greece, the Arab Caliphate. You can read a more recent story about the financial and economic crises in the USSR, in communist China before it got on a capitalist track, there are crises in a kind of DPRK and in capitalist South Korea.

[Vadim237]

If you destroy capitalism, you will get socialism with all the ensuing deficit for everything and all the meager nomenclature of goods and inhibited progress due to the lack of competition and any significant incentive to create something at the individual level, absolutely everything that existed in the USSR and that which filled it up.

[ximkim]

It is clear that there is strife in industry.

[Gardener91]

The problem of the shortage of microchips in raw materials, rare earth elements, the basis of which they constitute. Maybe someone knows, educate, which companies are suppliers to large electronics manufacturers. Or China itself (!) Extracts, develops, manufactures processors and ... a monopolist?

[zwlad]

The basis of microchips is monocrystalline silicon.

[Gardener91]

Quote: zwlad

The basis of microchips is monocrystalline silicon.

Also germanium, and silicene, and barium titanate ... This is according to Moore's Law. And silicon exhausts its possibilities ... for a long time.

[zwlad]

Uh-huh exhausts.
But it is on it that Intel and AMD, as well as other chip makers, make their microprocessors, and they will do it for 30 years.
For cheap.
What about other materials?
Maybe, of course, I’ve already lagged behind progress, but I don’t think so.

[Vadim237]

In 10 years they will have to switch to a different material and create fundamentally new processors.

[Gardener91]

Quote: zwlad

What about other materials?

I wrote about the materials. Superconductivity is on the agenda. Well, both with materials and in the latter case, there are squiggles. Superconductivity is absolute zero kelvin and so on.

[Ros 56]

Are we really not smart enough to make our own microelectronics or this red-haired nanotronic ruined everything?

[El Chuvachino]

Gone are the years of technological advancement and opportunities that have required gigantic injections of funds. It is a very (VERY) expensive pleasure and in a competitive environment to create microelectronics so competitive that it is in demand, at the moment for us is on the verge of fantasy.

[lucul]

Gone are the years of technological advancement and opportunities that have required gigantic injections of funds. It is a very (VERY) expensive pleasure, and in a competitive environment, to create microelectronics so competitive that it is in demand, at the moment for us is on the verge of fantasy

Well, look, not only we have such a problem:

The founder and former chairman of TSMC, the world's largest chip supplier, criticized the US plan to take over the semiconductor industry. According to Morris Chang, the American government still does not understand what it is dealing with, and the promised $ 52 billion to support domestic (American) technologies is too little. And even a twofold increase in this amount will not change the situation, the entrepreneur believes.

More about this:

https://m.hightech.plus/2021/10/31/morris-chang-ssha-ne-smogut-vernut-sebe-liderstvo-na-rinke-poluprovodnikov

As I recall, Vanguard and BlackRock poured $ trillion into the semiconductor industry.
We will have to do all this too sooner or later if we want to survive. Stealing technology will certainly greatly ease our financial costs.

[El Chuvachino]

The problem goes deeper. It is not enough to pour in money / steal technology, you should also organize mass production and take a market share for yourself, ensure demand. Otherwise, without a profitable return, these achievements will be bent. If the topic is interesting, see this, for example.

[rocket757]

Unfortunately, you still need the appropriate equipment ...
It is necessary to bring a whole branch of the national economy, mechanical engineering, to a high level of production and technology. Here, knowledge alone is no longer enough for a quick, noticeable "breakthrough". And no one is in a hurry to sell such equipment to us.

[aybolyt678]

Quote: Ros 56

Are we really not smart enough to make our own microelectronics or this red-haired nanotronic ruined everything?

As Zhores Alferov said, in his almost last interview, in our Zelenograd there are microelectronic technologies of the day before yesterday, but this does not mean their absence .. On their basis, you can catch up and overtake.

[Ros 56]

So what am I talking about, we need to work, and not talk to talk, as we are all bad.

[aybolyt678]

Quote: Ros 56

So what am I talking about, we need to work, and not talk to talk, as we are all bad.

the main criterion for effective work in our government is the amount of redistributed budget money ... Anything that has a distant prospect is also moving away from funding.

[zwlad]

Why not enough?
Enough and even do it.
But this is not commercially viable.
And to make it profitable, we need production volumes like that of China. Yes, who will give them to us.
It was not for this that liberalism in the 90s, at the behest of the West, killed our high-tech industries, just to let them be revived.

[zwlad]

A bell that it is time to raise the semiconductor industry in the country. Crises will only grow. Factories are needed. It is desirable in 2-3 places located far from each other.

[75 Sergey]

Well, good, otherwise they just didn't insert it into the ass.

[orlovtube]

It will be difficult without the participation of the state. For example, the national project DOMESTIC ELECTRONICS It is necessary to create a state customer company that works with manufacturers

The consumer electronics market is a market with a huge turnover and domestic manufacturers have everything to take their place (components and specialists). According to experts, the ruble is undervalued and until it starts to grow, efficient production is possible

If you look at the successes of Asian countries such as Japan, Korea, China, they have one thing in common - their growth began with the production of consumer electronics. Currently, Russia produces electronic components that can be used to make such mass devices as radios, music centers, acoustics for computers. It is necessary to create a state-owned customer company that works with manufacturers (another national project) and manufacturers will catch up.

Let's say we made active acoustics for a computer - all its components (cases, speakers, electronics) are produced in Russia, the most difficult thing is to sell. In addition to such an important characteristic as the quality-price ratio, you can use the administrative resource - "recommend" to state-owned enterprises and institutions to "buy domestic"

https://vk.com/club201281709

[Klingon]

Quote: Dartik

Quote: Mitroha

Surprisingly, there are problems with microchips, gas, oil and electronics in the world. But some of us are trying to convince us that the trouble is only in Russia, while the rest live in abundance.

Europe for the most part lives in prosperity, they are not particularly affected by the crisis that is now going on, for example, in almost all EU countries they pay everyone (even particles) 60 percent of their salaries. RF can boast of such a thing? Or are we okay?

What are 60%? they are only paid to small private owners, and state employees to whom, for example, some doctors and paramedics refer, began to receive 120% of the salary - (from personal experience)

[Turist1996]

Quote: rocket757

Unfortunately, you still need the appropriate equipment ...
It is necessary to bring a whole branch of the national economy, mechanical engineering, to a high level of production and technology. Here, knowledge alone is no longer enough for a quick, noticeable "breakthrough". And no one is in a hurry to sell such equipment to us.

I would like to note that mechanical engineering, you are right, is important, but personnel are no less important. Hence follows an equally important question - the restoration of the personnel deficit. How and how ?! Tiktokers will not develop a new "mikruhu" .. But here Dudi, Milokhins, Ivleevs and others are the envy of young people: "That's where the success is!"

[Gaersul]

Quote: Turist1996

however, cadres are no less important. Hence follows an equally important question - the restoration of the personnel deficit. How and how ?! Tiktokers will not develop a new mikruhu ..

Greetings. Let's do it, I'll talk about the state. enterprises. Five years ago, the problem with engineering personnel was not as acute as it is now. However, point by point.
1). About the workers. With the workers ... It's just a disaster. Not a single educational institution prepares for working specialties in the field of microelectronics in Russia (I emphasize, this is about working specialties), I have already written about this on VO more than once. Some enterprises began to get out of the way by receiving "licenses to conduct educational activities", but alas, not everyone can do this. Simply put, in Moscow, such a license cannot be obtained from the word at all. Here in the Moscow region it is still possible, as far as I know, "Istok" got out just like that, but there the regional administration went to meet. In Moscow, I think you understand, no one will go for it, well, there is no need for enterprises in Moscow, it is better to build shopping centers (this is sarcasm, if someone does not understand).
2). So, in terms of engineers, now the problems have begun, the old generation has completely left, with young specialists - a failure. It seems that LETI and MIEM have training programs in their specialty, but ... Graduates, where are you - hey ?! What are you to the state. enterprises do not go then? A wonderful salary of an engineer of the 3rd category is waiting for you, as much as 42 tr. before taxes, of course. Well, the responsibility is clear. Big. However, it is possible that in the next couple of three years it will be possible to fill the personnel shortage, but who knows.
3). By equipment. Well, it's easier here, if you are not chasing nanometers, and microns are fine with you, then the equipment can be bought. Spraying installations, there are ours, not a fountain, but it will do. According to the image generators, you can take from the Belarusians, ours are not. Photolithography ... Here's the trouble. Either South Korea has to be taken or China. No options. By the way ... Chemistry! Oh is pain. Ours is not ... I mean, the one that is suitable for microelectronics. Actually everything

[ViacheslavS]

Tiktokers will not develop a new mikruhu ..

And what about modern Russian students / students who win InnovateFPGA competitions? It is quite possible that they also sit in tiktok.

But with us the Dudi, Milokhins, Ivleevs and so on are the envy of young people: "That's where the success is!"

At the same time, there is also an incredible surge in IT, robotics, artificial intelligence among schoolchildren and students in Russia. It's just that you are probably looking at all this, but in the person of Dudei, Milokhin, etc., but you do not notice how our student teams win in math Olympiads, win prizes in chemistry Olympiads, and successfully participate in robotics contests.
I mean that there is a personnel base, the only question is to organize the appropriate conditions, and with this it is really worse.

[Private SA]

Quote: Mitroha

that the trouble is only in Russia, and the rest live in abundance

Well, somehow there in the 2000s, 2005s after the earthquake near Taiwan
prices for memory strips (SIMM, DIMM) have skyrocketed. On "Motorboard" -
also respectively. Have survived. We bought ourselves at a better time.
This will affect the whole world when butting American nuclear submarines with underwater
mountains and dangling of the Chinese fleet in the South China Sea.

[Private SA]

Quote: Gaersul

What are you to the state. enterprises do not go then? A wonderful salary of an engineer of the 3rd category is waiting for you, as much as 42 tr. before taxes, of course.

Here on the forum "CAD-2000" vacancy for deputy. chief power engineer at 37 sput. led.
Next to the salary of a manager at 70 and a general manager at 110. On the defense near Moscow
enterprise. Well, the flag of the managers is effective in the hands. And meet the locomotive of history.

[Sergey3]

The author of the campaign is not aware of what is called the "microchip deficit". If only I could look at the statement of the Mercedes managers. The shortage of microchips in the automotive industry is understood as the shortage of cheap specialized microcircuits on which the so-called smart electronics in the car are built. There is no shortage in conventional processors for computers, laptops, tablets, no !!!!! And there was no shortage of conventional radio components. It's just that automakers do not want to use them because of their more expensive cost, relative to the electronic waste that manufacturers shoved into their cars.
Read the link, otherwise you will remain illiterate, as the author of this article: https://3dnews.ru/1052049/defitsit-vinudil-mercedes-pereklyuchitsya-na-bolee-dorogie-chipi
The whole problem is sucked from the finger and lies in the extreme greed of auto manufacturers.

[Pankrat25]

This is a common creation of "artificial" excitement, which is not worth a damn. Another way to increase the price of the final product. They have created for themselves monopolists, such as the Bosch company, are now reaping the fruits of their short-sightedness. There are no such components in autoelectronics that could not be replaced with others. Any non-branded car radio costs 10 times cheaper than a branded one and at the same time is much more functional. The difference in quality is not significant, at the level of statistical error. It's time for automakers to change their electronics suppliers.

[APASUS]

I really think that this is a man-made crisis. Microchips are produced in closed factories, robotic lines, the number of personnel is minimal. They work for days and all of a sudden the caronavirus defeated the chip production lines?