3 ms·
Maybe? It seems to me the overheads of establishing a fab process anywhere near the incumbents are astronomical. I would guess that even this bottleneck in supp
by bottled_poe 5y ago
Maybe? It seems to me the overheads of establishing a fab process anywhere near the incumbents are astronomical. I would guess that even this bottleneck in supply would represent a minuscule fraction of that overhead. What are the actual numbers?
- phkahler 5y ago>> Maybe? It seems to me the overheads of establishing a fab process anywhere near the incumbents are astronomical. It depends which parts are in short supply. A lot of automotive parts are still on 20+ year old nodes. 90nm to 130 or even 180nm. I would guess those are not the parts experiencing shortages though. So that leaves the fancy stuff. Bummer if a car can't be built because the infotainment SoC can't be obtained because it's competing for production with crypto mining GPUs.
- riskable 5y ago> the overheads of establishing a fab process anywhere near the incumbents are astronomical. That's a big opportunity in itself.