新冠肺炎疫情的影响很有可能被历史学家们研究多年。 但到那时，它带来的芯片短缺将一去不复返。 尽管由此产生的芯片通过供应链进入产品领域可能需要2022年的大部分时间，但多位分析师一致认为，最麻烦的短缺将在2021年第三季度或第四季度开始缓解。 供应缓解措施将来自较老的芯片厂和铸造厂，这些厂和铸造厂使用的尖端工艺和较小的硅片比韩国、美国和欧洲目前正在进行的大型国家投资少。
虽然芯片的最终用户相对较少,但汽车产业正在迅速扩张。 在讨论短缺将如何结束之前，总结一下短缺的开始是很重要的。 随着恐慌、封锁和普遍的不安扩散到全世界,汽车制造商取消了订单。 由于这些情况，相当一部分劳动力购买了电脑、显示器和其他办公用品，以便建立自己的家庭办公室。 与此同时，整个学校系统通过笔记本电脑和平板电脑转向虚拟学习。 此外，呆在家里意味着在电视和游戏机等娱乐设备上花费更多的时间。
汽车制造商毫不客气地释放的容量很快就被这些、5G的推出和云计算的持续增长所吸收。 汽车制造商发现，当他们意识到人们仍然想购买他们的产品时，他们所需要的芯片已经排在最后。 根据市场调查公司IDC的数据，汽车行业在芯片需求中所占的份额不到9%，为395亿美元。 为汽车工业设计的芯片使用程序设计，以遵守不同于其他工业的安全标准。 然而，它们继续在相同的装配线上生产，与模拟集成电路（IC）、电源管理芯片、显示驱动程序、微控制器、传感器用于其他一切。
虽然2000年为了节约费用,业界开始转换为300毫米晶片,但过时的200毫米基础设施大部分维持甚至扩张。 尽管汽车工业处于绝望状态，但建造新的200毫米工厂的紧迫性并不大。 据莫拉莱斯说，”投资回报根本不存在。” 他说，中国已经拥有大量现有节点工厂，这些工厂目前运行效率不高，但”在某个时候，它们会这样做”，这一事实进一步削弱了建设新工厂的动力。 据芯片制造设备产业协会SEMI透露,200mm的工厂数量将从2020年的212家增加到2022家,是收益性更高的300mm工厂预计增加量的一半左右。 从2020年初到2022年末,40多家企业将每月增加75万张以上的晶圆产能。
200毫米设施的容量增加17%是到2024年末的长期趋势。 据SEMI透露,2020年时隔多年再次突破30亿美元大关后,预计这些工厂的设备支出到2021年将增加到46亿美元。 然而，到2022年，支出将恢复到40亿美元。 相比之下，预计到2021年，用于装备300mm工厂的支出将达到780亿美元。 在国家和地区层面努力增加高级逻辑芯片的产量,但芯片不足。 美国正在推动价值520亿美元的立法，韩国宣布在未来十年内将推动4500亿美元的立法，而欧盟可能向其半导体产业投资高达1600亿美元。
芯片制造商已经开始疯狂消费。 据SEMI透露,截至2021年4月,半导体生产中使用的资本设备年均增长56%。 根据SEMI的《2021年6月3日世界Fab预测》,2021年将新增10个300mmFab,2022年将新增14个。 SEMI半导体高级主管Christian Gregor Dieseldorff断言，在全球范围内增加IC容量的推动将使Fab投资达到新的高点。 “未来几年，我们预计新工厂的开支将创下历史新高，新工厂的公告数量也将增加。” 据Semico Research总裁吉姆?费尔德曼(Jim Feldman)表示，在结束短缺的道路上，一个潜在的障碍是，需求快速增长的部分似乎来自那些为了增加库存而多次下订单的客户
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https://www.marketwatch.com/press-release/the-food-biodegradable-packaging-market-research-report-will-provide-with-all-relevant-information-2022-12-14
https://www.marketwatch.com/press-release/the-denitration-report-learns-about-this-sectors-important-driving-forces-2022-12-14
https://www.marketwatch.com/press-release/the-die-mould-company-report-includes-important-details-about-the-major-players-and-overall-market-overview-in-this-market-2022-12-14
https://www.marketwatch.com/press-release/the-discrete-devices-study-gives-readers-a-clear-understanding-of-the-market-penetration-of-various-types-applications-and-sales-channels-along-with-the-related-future-potential-using-their-growth-rates-and-corresponding-drivers-and-limitations-the-customer-is-then-able-to-choose-the-segment-with-the-greatest-development-potential-2022-12-14
https://www.marketwatch.com/press-release/understanding-the-dtv-ic-market-competitive-landscape-key-market-players-and-their-tactics-is-beneficial-2022-12-14
https://www.marketwatch.com/press-release/electric-power-equipment-market-size-2022—2028-deployment-growth-factor-production-cost-application-share-2022-12-14
https://www.marketwatch.com/press-release/in-this-highly-competitive-external-hard-disk-market-study-it-covers-many-well-known-players-in-the-competition-2022-12-14
https://www.marketwatch.com/press-release/the-report-examines-the-bone-conduction-hearing-devices-market-by-value-type-region-covid-19-impact-and-country-2022-12-14
https://www.marketwatch.com/press-release/peanut-sauce-market-size-2022—2028-regional-development-deployment-growth-factor-production-cost-2022-12-14
https://www.marketwatch.com/press-release/market-research-report-future-trends-in-the-cylinder-liner-industry-from-2022-to-2028-2022-12-14
https://www.marketwatch.com/press-release/the-thaumatin-market-research-study-covers-thaumatin-industry-statistics-market-size-market-share-and-growth-rates-cagr-by-segments-and-sub-segments-at-the-global-regional-and-national-levels-with-an-annual-forecast-until-2028-2022-12-14
https://www.marketwatch.com/press-release/the-biopolymer-films-market-report-will-help-new-market-entrants-by-providing-them-with-the-most-precise-projections-of-the-revenue-figures-for-this-markets-overall-and-its-segments-stakeholders-will-be-better-able-to-position-their-businesses-and-create-effective-go-to-market-strategies-with-a-deeper-understanding-of-the-competitive-environment-and-new-insights-2022-12-14
https://www.marketwatch.com/press-release/this-kidney-cancer-drugs-market-report-helps-to-grow-in-recent-years-as-well-as-the-factors-driving-that-growth-2022-12-14