Anyone have a good long read on the full picture of semiconductor shortages? Not just bleeding edge 5/7nm or GPUs; everything that come from a fab. How is capacity distributed for all active nodes and what parts are on what nodes? If you were stockpiling, what would you hoard?
Conversation
Replying to
Work a fab in NE US. Finding ppl to do the work is a challenge (but it always has been). What keeps the uppers up at night is materials supply chain. How much HFL and substrate can you secure for etching? Is the product you have in stock of sufficient quality?
2
2
Show additional replies, including those that may contain offensive content
Show


