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While the demand is cyclic and volatile in this industry (compared to software), the huge demand and influx of capital is very exciting for those who care about

While the demand is cyclic and volatile in this industry (compared to software), the huge demand and influx of capital is very exciting for those who care about the advancement of computing. Note that there are only major shortages of leading edge nodes, not basic electronics on older nodes that people aren't as excited about using. So if some critical safety system needs a basic sensor, there is plenty of 65nm capacity available. That's why Global Foundries isn't experiencing the same growth and bookings as the leading edge fabs are.

zucker42 6y ago
> Note that there are only major shortages of leading edge nodes Is this true? Do automotive companies use leading edge nodes, because they're experiencing a shortfall too.
- lend000 6y ago
  Probably "a" leading node (<= 22nm), but I'd also be interested to see specific orders and shipment numbers in 2021 vehicles. Products like the Intel Atom are still built in the same fabs as desktop/server silicon, and these are presumably going into automobiles.