The semiconductor shortage may not be relieved until the first half of 2022.

In response to the recent tight supply and demand of semiconductors, ARM Taiwan President Zeng Zhiguang said today (31) that basically the shortage problem should be unsolved in the short term. With the gradual mass production of vaccines, more and more people will be vaccinated, which can be expected later. After July or September, more and more countries and cities will return to their normal state. When people return to offices and schools, there will be a new wave of IT-related needs. Of course, some manufacturers will expand production, but the shortage situation may still be unsolved in the short term. It is estimated that it may not be more relieved until the first half of 2022 at the earliest. Zeng Zhiguang believes that when gradually returning to a normal state, some demand may decrease. After all, people have already purchased related products first, but some new IT needs will arise again, and the demand may be different. For example, at this time last year, due to the suspension of production by car manufacturers, automotive chips may not be of interest. However, related demand gradually recovered from the second half of last year, and it was discovered that related chips may be in short supply. So overall, some products may be in oversupply and some will be out of stock.