Chips demand: Metaverse boom? Not so soon
Can the much-hyped metaverse, an interactive and collaborative virtual world that tech giants including Meta, Microsoft, NVIDIA and AMD have been talking excitingly about, provide a new stimulus for the semiconductor industry in 2022?
Morningstar’s prediction, according to its report entitled “For Asian Foundries, Chip Shortage May Turn Into a Glut in 2024”, is that metaverse-related concepts will not materialize within the next 5-10 years.
Also, the potential benefit that the metaverse can bring to semiconductor companies is huge but uneven, with large-scale manufacturers that have the capacity to produce chips at advanced facilities set to benefit most, the report noted.
Though incremental demand from key drivers like automotive applications and the Internet of Things will bring additional chip demand, that will use up only about 40 percent of new foundry capacity up to 2025.
When the pipeline capacity comes into full operation, Morningstar believes the current chip shortage will flip into a glut in 2024.
-- Contact us at [email protected]
-
Equip young people for the future Dr. Winnie Tang
In late February, the inaugural flight of an air taxi from Shenzhen Shekou Cruise Homeport to Zhuhai Jiuzhou Port took only 20 minutes with an estimated one-way ticket price of 200 to 300 yuan per
-
Are we raising a generation of leaders, or of followers? Brian YS Wong
The essence of education is defined not by the facts it imparts, but the potential knowledge it inspires students to individually pursue on their own. Put it this way – the ideal form of education
-
The urgent need for reforms to sex education in Hong Kong Sharon Chau
Nearly one in every four university students (23%) in Hong Kong has been sexually harassed, according to a 2019 report published by the Equal Opportunities Commission (EOC). A 2019 study found that
-
STEAM should be linked to real life Dr. Winnie Tang
In the 2017 Policy Address, STEM (science, technology, engineering and mathematics) education was proposed as one of the eight major directions to promote I&T development. Since then, funding has
-
Let trees speak for themselves Dr. Winnie Tang
I often say that smart cities start with smart planning, but smart planning presupposes adequate, systematic and up-to-date data. This is important not only for city administration, but also for tree
