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#semiconductors#trailing-edge#siliconfabrication

Where The Real Chip Shortage Is

Asianometry

968K subscribers • 14 videos on Hallway

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  • Recommended by 2 people: 2 on Hacker News.

Beginner. No background in the topic needed.

623K views4 years ago2 recommendations

HardwareHistory and cultureCPUs and computer architectureElectronicsThe tech industry

Asianometry explains why the worst of the global chip shortage occurred in mature, trailing-edge semiconductor nodes rather than leading-edge processes.

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 fabricatedknowledge.com/ Errata: Over 100 fabs are 200 mm, not 200 Links: - The Asianometry Newsletter: asianometry.com - Patreon: patreon.com/Asianometry - The Podcast: anchor.fm/asianometry - Twitter: twitter.com/asianometry

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2 people recommend this

What people say. Recommended as an excellent explanation of the economics and manufacturing constraints of mature silicon process nodes.

jhallenworldon Hacker News • Recommends

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: link to this video
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comboyon Hacker News • Recommends

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. link to this video
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easygeneson Hacker News • Mentions

On “Chip design shifts as fundamental laws run out of steam”

…at longevity has become much of a concern at all. It would take a whole essay to even TLDR the constraints of why that only becomes very relevant in the period where those nodes start to become known as "mature", and this is already enough of a tangent, so I'll just leave this breadcrumb of a presentation on the lifecycle of silicon process nodes: link to this video…
View on Hacker News