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Fudge Sunday - Cheap as Chips in 2022

Fudge Sunday 🤔💡🤯🤓
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 techmeme.com 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 https://t.co/oL636IaPg1 https://t.co/W3mmVNRya2
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. https://www.nytimes.com/1986/04/25/business/us-reaffirms-japan-chip-dumping.html
  2. “Copy Exactly” approaches becoming standardized across industry of the 1990s i.e. https://en.wikichip.org/wiki/intel/copy_exactly!
  3. “Tick Tock” becoming an ingrained culture of expectation for technology refreshes in the 2000s i.e. https://www.extremetech.com/computing/127987-deliberate-excellence-why-intel-leads-the-world-in-semiconductor-manufacturing/
Work Plug!
As a reminder, I work at Faction. What’s Faction you ask?🤔🤔🤔🤔
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Disclosure
I am linking to my disclosure.
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Jay Cuthrell
Jay Cuthrell @JayCuthrell

Start the week more informed than the week before🤔💡🤯🤓

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