The Chip Shortage Is in Trailing-Edge Semiconductors

Asianometry · Explainer · YouTube title: Where The Real Chip Shortage Is

Why it's here

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

What it covers

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.