A huge part of the chip crisis is automotive demand. Mainly that automotive cars demand older chips that the semi companies don't want to invest the capital to make (increased wafer size). Essentially there's a "cycle mismatch". This has been a long

Noah Smith @NoahSmith · Jul 20, 2022

Another good thread about manufacturing supply chains:

Tweet Jul 20, 2022

by Glinert 🇺🇦

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