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
in “Explaining the Global Chip Shortage” · View on HN