Where The Real Chip Shortage Is

Asianometry · 623K views · 2022 · 11:53

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Semiconductors & chip manufacturingManufacturing & industrial processesexplainerdated

Why Hacker News recommends it

HN commenters point to it as a clear explanation of why fabs aren't being built for older process nodes.

What it is

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.

Recommended by 2 HN commenters across 2 different months, 2022 to 2023.

What Hacker News said

Recommends jhallenworld · 2022-07 · on “An STM32 emulator written in Rust for 3D printers”

The short answer is that they are not building more fabs for non-leading edge processes, like those used by STM32. There is an interesting video about this: [this video]

Recommends comboy · 2023-01 · on “Explaining the Global Chip Shortage”

This video seems to be doing much better job at explaining the problem [1]. Long story short there's high demand for trailing edge (50nm+) tech, but it is not worth investing in building more of these for number of reasons mentioned in the video (huge investment, long time, and despite high demand it's still only low percentage of profit compared to cutting edge) I suppose prices must increase but likely there are some long term contracts in place. 1. [this video]

Cites easygenes · 2022-11 · on “Chip design shifts as fundamental laws run out of steam”

Under most circumstances I can't imagine a reason to bother powering on a 10 year old system, short of nostalgia. The costs of running it will quickly eclipse the costs of buying something newer and more efficient. Of course, there are plenty of edge cases, like needing something bare metal that has a particular sort of software compatibility or IO requirements. Some industrial computers still run 486 chips with ISA buses for this reason. These sorts of systems will have been engineered with longevity in mind from the outset though. Other edge case, just for fun: embedded style systems like the Raspberry Pi. These are tiny, low power, and can be used for specialty purposes for ages. They are