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Fudge Sunday - Cheap as Chips in 2022

Start the week more informed 🤔💡🤯🤓
This week we are looking ahead to Cheap as Chips in 2022!

Getting Informed
You may recall that I use Twitter in an ephemeral way. I use Tweepy to cleanup after I get my ideas tweeted that might survive being added in an issue of my newsletter and then (maybe one day) on my blog.
Sometimes I’m doing meta commentary on @Techmeme. Sometimes my meta commentary gets picked up by @TechmemeChatter when linked to on from @jaycuthrell even back in the olden times of my original @qthrul handle.
Recently, Techmeme linked to coverage of chipmaker spend reaching $152B which is a +30% Y/Y increase. So, I looked back to 2011 supply chain for hard disk drives (HDD) and contrast this to the supply chain stories around semiconductors.
The $152B spend...
My thinking at the time of this Techmeme coverage revolved around the idea that a pattern from 2011 might mean big things for 2022.
Jay Cuthrell
Flashback: In 2011, Thailand monsoon and rainfall flooding took lives, impacted lives, disrupted global manufacturing supply chains, and led to a year of hard disk drive shortages.

Now: Pandemic.

Soon: A "cheap as chips" future.📉

Images via @BlocksandFiles @Wikibon @backblaze
Via @Backblaze via @BlocksAndFiles
Via @Backblaze via @BlocksAndFiles
Via @BlocksAndFiles via @Wikibon
Via @BlocksAndFiles via @Wikibon
To put that in perspective...
Addendum (Reader Feedback)
Thanks for the rapid feedback from Greg Meyer on my reasoning above.
Here’s how I answered Greg’s questions on my reasons:
I see a few patterns in our modern demands…
  1. Chips are going into everything that has a physical void to fill
  2. Smart(er) devices is impacting wider numbers of supply chains
  3. Chips with radios that can access multiple networking standards are increasingly common
I see a few historical patterns as well…
  1. “Chip Dumping” and past press coverage of the 1980s i.e.
  2. “Copy Exactly” approaches becoming standardized across industry of the 1990s i.e.!
  3. “Tick Tock” becoming an ingrained culture of expectation for technology refreshes in the 2000s i.e.
Work Plug!
As a reminder, I work at Faction. What’s Faction you ask?🤔🤔🤔🤔
Faction provides clientele with cloud data services across hyperscale providers to maximize innovation and multicloud outcomes.🤓☁️📊🚀
We’re hiring at Faction!🎉🤓☁️🚀
To see our current openings click here.⬅️🤓☁️🚀
In fact, there are at least a dozen openings as of this issue!⓬🤓☁️🚀
  1. Executive Assistant / Chief of Staff
  2. Vice President, Marketing
  3. Solutions Delivery Manager
  4. Cloud Data Services Leader
  5. Product Manager, Alliances & OEM (Cloud Technology)
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  10. Senior Back-End Engineer
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  12. Senior Infrastructure Engineer (Cloud)
Please don’t hesitate to reach out to me.☎️🤓☁️🚀
I am linking to my disclosure.
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Jay Cuthrell
Jay Cuthrell @JayCuthrell

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