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[Jizz_Beard_thePirate]

JEMC said:

Captain_Yuri said:

Until we have a good solution to Covid, the shortages won't stop. Every time a new covid variant comes out and starts spreading, it's basically a "Reset the clock" moment as countries start locking things down. Once we have a proper solution to covid, however many years that may take, things will start normalizing. But till then, it will be very supply constraint as the logistics get fucked.

It's not that simple. The problems that led to this situation were water shortages in Taiwan which (which I don't know if it's been resolved or not) affected TSMC's output, a lot of companies and workers getting new servers/computers to work remotely, crypto mining and smartphones/IoT devices.

Of those, the renewal of server/computers to work remotely has already been done and isn't much of a problem nowadays, something that can be seen given that CPU prices have fallen down to MSRP or lower. The water problems in Taiwan are still a thing, and that affects production. How long will they last? Unknown. Miners are still a plague and smartphones/IoT won't go anywhere.

So, how long will the shortages last? Sadly, no one really knows.

That only really applies to TSMC but Samsung and even Intel are also facing shortages. While Covid might not be the main cause of the water shortages, it does affect TSMC's backup plan which is to get the water shipped to the fabs from elsewhere. Covid is also affecting shipping docks and supply routes so you have shipping containers waiting for extended periods of time with cargo as well as issues with delivery trucks being delayed.