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Where The Real Chip Shortage Is
Asianometry

Asianometry explains that the worst of the 2021-22 chip shortage sits in trailing-edge semiconductors, not the leading-edge chips usually covered. It covers why those older-node fabs are so hard to expand and fix.
HN commenters point to it as a clear explanation of why fabs aren't being built for older process nodes.
3 Hacker News mentions · 2022–2023