CEO Intela: braki czipów potrwają (co najmniej) do 2023 r.
Gaśnie nadzieja na szybkie rozwiązanie problemu. Fabryki w Polsce raczej w tym nie pomogą.

W Polsce przypuszczalnie jednak nie powstaną nowe fabryki czipów Intela.
Niewystarczająca podaż czipów potrwa co najmniej do 2023 r. – uważa CEO Intela Pat Gelsinger. Wynika z tego, że minimum przez cały 2022 rok, a nie jest wykluczone że dłużej, cały sektor technologiczny będzie męczył się z niedostatkiem układów scalonych.
Jak wyjaśniał Gelsinger podczas wizyty w Malezji, obecnie popyt eksplodował, a skutkiem jest „bardzo duża luka” [między dostępnością a popytem].
Przewidywania szefa Intela niestety zmniejszają nadzieje na wyraźną poprawę jeszcze w połowie 2022 r., co w maju ub.r. zakładał Gartner. Deloitte liczy się z niedoborami czipów do końca 2022 r., choć zdaniem firmy powinny się one zmniejszać w ciągu br.
Szef Intela zapewnia, że koncern pracuje nad zmniejszeniem luki na rynku. Temu służą m.in. inwestycje w nowe fabryki czipów zapowiedziane w Azji (w Malezji ogłosił powstanie nowego zakładu kosztem ponad 7 mld dol.), w USA (w tym w Arizonie za 20 mld dol.), oraz w Europie, gdzie za 80 mld euro w ciągu 10 lat ma powstać 8 fabryk.
Nowa fabryka Intela raczej nie w Polsce
Pat Gelsinger pytany, kiedy będą znane lokacje zakładów w Europie, zapewnił, że zostaną ogłoszone „wkrótce”. We wrześniu ub.r. Intel zapowiadał, że poda decyzję co do dwóch inwestycji do końca 2021 r., jednak ostatnio zdecydował się przesunąć ten termin na 2022 r.
Jednym z rozważanych krajów była Polska (w grę wchodziły trzy lokalizacje, prawdopodobnie na Dolnym Śląsku) – o sprawie rozmawiał we wrześniu ub.r. Pat Gelsinger z premierem Mateuszem Morawieckim podczas wizyty gdańskim centrum R&D Intela.
Jednak według ostatnich (nadal nieoficjalnych) doniesień Intel raczej nie zdecydował się na nasz kraj – jak ustaliła „Rzeczpospolita”. Na niekorzyść budowy fabryki czipów w Polsce ma przemawiać miks energetyczny (zbyt mały udział zielonej energii). Faworytami do pozyskania miliardowej inwestycji są natomiast Niemcy, gdzie znajduje się też większość potencjalnych odbiorców czipów (w przemyśle motoryzacyjnym).
Według informacji Reutera z grudnia ub.r. analizowane przez Intela miejsca budowy nowych fabryk to obecnie Niemcy, Francja i Włochy.
W sumie Intel ma na stole ponad 70 potencjalnych lokalizacji. Oficjalnie nic nie zostało przesądzone.
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Dług technologiczny ciągnie firmy w dół
Polskie firmy nadal toną w długu technologicznym. To główny problem w rozwoju dla 2/3 przedsiębiorców.
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Opóźnienie masowej produkcji procesorów serwerowych Intela
To dobrodziejstwo dla AMD - twierdzą analitycy. Wskazują też inny powód, dlaczego klienci będą preferować tę markę.
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7-krotny spadek zysku Intela. Idą gigantyczne cięcia
Po kolejnym słabym kwartale koncern zapowiedział 10 mld dol. redukcji kosztów.