Fudge Sunday - Cheap as Chips in 2022

View online

Start the week more informedThis 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…

If chipmakers are on track to spend $152B on semiconductor fabrication facilities and the means of production it may mean we’re looking at 2017 era patterns. Arguably, we are very much on a path to being cheap as chips in 2022.


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

9:49 PM - 19 Dec 2021

Via @Backblaze via @BlocksAndFilesVia @Backblaze via @BlocksAndFiles

Via @BlocksAndFiles via @WikibonVia @BlocksAndFiles via @Wikibon

To put that in perspective…

“Top 10 semiconductor foundries by market share” – @magicsilicon


As I was saying previously…

Be sure to check out my past coverage and shared trends of the semiconductors industry in Three recommendations walk into a bar BONUS section as well as And All Points In Between then Betting Odds and Ends Justify the Means of Production.


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?🤔🤔🤔🤔

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)
  6. Alliance Business Development Manager (Cloud Technology)
  7. Enterprise Sales Executive (Cloud Technology)
  8. Sales Executive
  9. Product Development Engineer
  10. Senior Back-End Engineer
  11. Senior DevOps Engineer
  12. Senior Infrastructure Engineer (Cloud)


See a fit for you or someone in your network?✅🤓☁️🚀

Please don’t hesitate to reach out to me.☎️🤓☁️🚀


I am linking to my disclosure.

In order to unsubscribe, click here.

If you were forwarded this newsletter and you like it, you can subscribe here.

Created with [Revue by Twitter](https://www.getrevue.co/?utm_source=Start the week more informed&utm_medium=email&utm_content=footerlink&utm_campaign=Issue).

1903 Live Oak St #92 Beaufort, NC 28516-0092

✍️ 🤓 Edit on Github 🐙 ✍️