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Yeah, my understanding from trying to follow this as closely as possible is that there are three different supply-chain problems all happening at once, getting
by jontrossbach 4y ago
Yeah, my understanding from trying to follow this as closely as possible is that there are three different supply-chain problems all happening at once, getting conflated by journalist who don't have the expertise to report on the shortage correctly.
Sub-7nm chips appear to have had a genuine shortage from demand shocks during Covid.
EVs seem to be having a supply or demand shock for some reason.
And legacy node lithography chips (~250nm) were decommissioned and chip suppliers like autochip makers have been left scrambling to retrofit their designs to newer ~140nm-node tech.
Seems clear foundries have not been transparent with the public prior to the CHIPS Act.
- wrineha2 4y agoDo you think the three part distinction made in The Chip War still basically makes sense? > By the 2000s, it was common to split the semiconductor industry into three categories. “Logic” refers to the processors that run smartphones, computers, and servers. “Memory” refers to DRAM, which provides the short-term memory com puters need to operate, and flash, also called NAND, which remembers data over time. The third category of chips is more diffuse, including analog chips like sensors that convert visual or audio signals into digital data, radio frequency chips that communicate with cell phone networks, and semiconductors that manage how devices use e lectricity.