3 ms·
> Big name manufacturers are refusing to invest in fab expansion because they believe (correctly) that total demand for semiconductors has barely moved. This i
by totalZero 5y ago
> Big name manufacturers are refusing to invest in fab expansion because they believe (correctly) that total demand for semiconductors has barely moved.
This is false.
First, big name manufacturers are indeed building more fabs.
Second, there appears to have been demand creation in the semiconductor market rather than just a transitory demand spike.
- jcranberry 5y agoI don't doubt what you're saying but could you source/expand on your claims?
- coryrc 5y agoThey're not investing unusual amounts in new fabs, nor are they investing in anything but the cutting edge.
- digikata 5y agoPerhaps only cutting edge makes sense to build new, and once there is increase of cutting edge capacity, older fabs will gain spare capacity to be used for automotive and other industrial users.