Why the most critical semiconductor shortage is far from the cutting edge
While much attention focuses on advanced lithography, a massive shortage is crippling the industry from the bottom up. This video explores why the real crisis lies in trailing-edge semiconductors and why these older manufacturing processes are so difficult to scale.
The semiconductor industry often focuses on high-profile engineering feats like Extreme Ultraviolet Lithography. However, the most significant impact of the recent chip shortage is felt in trailing-edge semiconductors. Unlike the race for the most advanced nodes, the shortage in these older, foundational chips is much harder to resolve.
The difficulty in fixing this supply gap stems from the massive number of fabs currently operating at the 200 mm scale. Addressing this shortage requires more than just new technology; it requires addressing the fundamental capacity of these established manufacturing layers.
Source: Where The Real Chip Shortage Is
