3 ms·
The old processes still exist and are cheap^H^H^H^H^H quite affordable, but only because the cost was amortized long ago and now the equipment is just milked fo
by samus 5y ago
The old processes still exist and are cheap^H^H^H^H^H quite affordable, but only because the cost was amortized long ago and now the equipment is just milked for profit until quality control becomes too difficult. Building them anew is possible, but takes significant investment and time. Which about sums up the issue: many important items in semiconductor engineering have inelastic supply.
Fabs depend on reliable deals with industry customers years ahead, and during Covid they got badly burned on that front by car makers, and now the money flood is unleashed again on the market, but the market can't provide (yet).