>You should ask how every single Fabless Semiconductor company has failed with their demand, supply chain analysis and projection. That's an oversimplification

>You should ask how every single Fabless Semiconductor company has failed with their demand, supply chain analysis and projection. That's an oversimplification. As lead times increase, overbooking increases and that gives rise to further extension of lead time. Delays also become more prevalent at high utilization because there's no capacity in reserve. It's very difficult to predict where demand will go in a year of totally abnormal market behavior and unpredictable helicopter money. In other words, fabless chipmakers are asked to do the impossible and some of them, predictably, failed to accomplish that task. Imagine asking AMD in April of 2020 to predict how many PS5s will sell during Christmas.