Samsung said Thursday it plans to triple some capacity by 2026, which comes in the context of a bold blueprint outlined earlier this year by South Korean President Moon Jae-in aimed at keeping the nation’s place as a technology powerhouse. Instead, it seems nationalism and government interference are having an outsize influence on market forces, which will result in excessive expansion that won’t be matched by even the most bullish of demand scenarios. They might be right, but that still doesn’t justify their ridiculous spending plans. Yet the latest data on lead times between orders and delivery indicate this crisis has already peaked.īeyond this short-term hiccup, executives are betting that a confluence of 5G mobile communications, artificial intelligence, and greater automation across industries including transport and manufacturing will create a sustained need for more chips. This sudden hunger for capacity is being pinned on the recent component shortage that’s crimped automobile output and driven up prices.
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