ASML CEO Peter Wennink said that chip makers are unlikely to be able to ramp up production quickly. This will not help even multibillion-dollar investments in expanding the production of semiconductors.
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Currently, there is a shortage of components in many areas. These are computers, data center equipment, automotive devices, consumer electronics, etc. In addition, supply chains have been disrupted, which creates additional difficulties.
As the head of ASML notes, a further increase in the production of microchips will be constrained by a lack of production equipment. Moreover, such a picture can be observed over the next two years.
«There will be a deficit next year and the year followingWennink said. — This year we are going to ship more cars than last year, and even more cars next year. But this will not be enough if we look at the demand curve. We really need to increase our capacity by more than 50 percent. It takes time».
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At the same time, ASML would be happy to produce more chips. But, firstly, she herself needs to expand production capacity, and secondly, she needs to increase the purchase of components, which means her partners need to increase their production. For example, this applies to the optics used in ASML equipment from Carl Zeiss. And in order for the latter to produce significantly more lenses, first you need to build clean rooms, for this you need to obtain permits, and the construction process itself is not fast. When the factory is ready, it is necessary to install production equipment, hire people.
How notes newspaper “Kommersant”, the head of Intel, Pat Gelsinger, also announced a problem with the supply of production equipment. According to him, Intel sent its specialists to ASML to help speed up the production of the necessary equipment.
Intel intends to invest regarding €33 billion in research and production in Europe, as well as $40 billion in expansion of product output in the United States. Other companies have also announced plans to increase capacity. For example, Taiwanese TSMC will invest more than $100 billion in new plants over the next three years, and South Korean Samsung will invest $150 billion by 2030.
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