3 ms·
I mean, most MCUs are already 15+ years behind the state of the art process node and are still supply constrained. The issue, I think, is that once these marke
by fisherjeff 5y ago
I mean, most MCUs are already 15+ years behind the state of the art process node and are still supply constrained. The issue, I think, is that once these market conditions are resolved, any new fabs will have ~zero value, and there is a non-zero chance that your shiny new-old fab comes online after the shortage is over. Not an easy sell to shareholders I suspect.