2 ms·
and zero of the shortages were caused by lack of fab capacity - companies cut orders for over a year. Old stocks got depleted, prices skyrocketed, then companie
by rasz 3y ago
and zero of the shortages were caused by lack of fab capacity - companies cut orders for over a year. Old stocks got depleted, prices skyrocketed, then companies reluctantly put new orders and started selling at those inflated prices.
- arcticbull 3y agoThat's not exactly what happened. Manufacturers gave up their fab capacity at the start of the pandemic to hedge for a potential economic kerfuffle. That capacity was immediately resold to other parties, and by the time the folks who gave up their fab space realized things were going to be okay and came back, it was too late. It really was a fab supply shortage, but a situation of their own making too.
- rasz 3y agoCan you point at one/two examples of companies using this freed up fab space? Where did all that silicon go to?