fabs

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.

Asianometry's short analysis of SMIC's N+2 node, China's 7nm leap forward. It considers how far behind the competition SMIC still is.

Asianometry explains why India, a chip design powerhouse, cannot fabricate chips, tracing the 1980s government attempt to build a national semiconductor champion and how it collapsed. It includes the sabotage at the SCL fab.