Where The Real Chip Shortage Is

I have spent a lot of time on this channel talking about sexy, leading edge engineering things like Extreme Ultraviolet Lithography and so on. But the reality is that the chip shortage's greatest hurt hits far from the leading edge. In this video, we are going to talk about the massive shortage in trailing-edge semiconductors, and why it's so hard to fix. Check out Doug's newsletter: Fabricated Knowledge https://www.fabricatedknowledge.com/ Errata: Over 100 fabs are 200 mm, not 200 Links: The Asianometry Newsletter: https://asianometry.com Patreon:   / asianometry   The Podcast: https://anchor.fm/asianometry Twitter:   / asianometry