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A comment on The chip shortage keeps getting worse – why can't we just make more?. Parent comment

Re:The chip shortage keeps getting worse – why can't we just... by xadhominemx on Saturday September 04, 2021 @04:55PM (#28419117)
I don’t think it would have been without the pandemic, mostly because remote work and education has dramatically increased demand for PCs. There is not a ton of excess capacity especially at the wafer fab level, so PCs running 25% higher than expected was enough to push the industry into shortage. There still would have been a cycle (driven by inventory stocking / restocking), but the shortage would not have been nearly as acute.
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Re:The chip shortage keeps getting worse – why can't we just... by bserge on Saturday September 04, 2021 @05:08PM (#28419230)
Funny enough I believe it's not even the real consumer/end user demand.

It's just companies anticipating or seeing the same thing (an increase in consumer PC demand) and all releasing their own shitbox/AIO/desktop/laptop.

I bet most of them are sitting in warehouses unsold.

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Re:The chip shortage keeps getting worse – why can't we just... by tsywke44 on Saturday September 04, 2021 @06:31PM (#28419971)
Nope, not just PCs, just electronics in general.

The pandemic allowed tens of millions of well-off western office workers to move out of tiny urban flats into more spacious housing. While having to spend a lot of time in their new homes, which was previously in ”public” places (eg restaurants, bars, what have you)

Now, what to do with all that space? A giant tv, washer and dryer, a nice stereo set, new induction stove, the list goes on and on…

PC demand also increased obviously, but probably bitcoin miners caused the most demand for PC hardware components

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Re:The chip shortage keeps getting worse – why can't we just... by chx on Saturday September 04, 2021 @08:43PM (#28420749)
The automotive industry scaling back and cancelling orders in the beginning of the pandemic and then being shocked when their orders came back, increased even and the chip manufacturers couldn't just step up was a serious factor too.
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Re:The chip shortage keeps getting worse – why can't we just... by xadhominemx on Sunday September 05, 2021 @10:07AM (#28424442)
That definitely made the inventory cycle more extreme
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