AMD CEO Lisa Su said about a month ago that kiddos would continue until the second half of 2022. Su also added that the frequency of children will ease from the second half of next year. Another important CEO, Pat Gelsinger, says something that supports these views.
Intel CEO Pat Gelsinger seems to acknowledge this fact, but does not give a precise date. The leader of the blue team expects component shortages to become less and less of an issue. As he said in an interview with CNBC, a balance of supply and demand should not be expected until 2023.
To summarize, we are now in the worst part of the current scenario and we can expect gradual improvements in each quarter next year. However, the supply-demand balance will not be fully achieved until 2023.
On the other hand, NVIDIA boss Jensen Huang also said that GPU supply constraints will continue for 2022. As a result, we can say that the managers of giants such as AMD, Intel and NVIDIA are in agreement.
Intel is now gearing up to launch its new 10nm Alder Lake desktop lineup, with mobile SKUs arriving early next year. Intel will also introduce its external mobile and desktop graphics card series under the Arc Alchemist brand in the first half of 2022.