> Is there another equally interesting story in the chip fab business that would explain this shortage?
Automakers cancelled their orders at the last minute, so the fabs sold the slots to other companies.
When demands for cars actually increased in 2020 automakers tried to get their slots back but were told to wait for 2021 for new ones to open. Not sure what the fabs made instead of auto-parts.
Automakers cancelled their orders at the last minute, so the fabs sold the slots to other companies.
When demands for cars actually increased in 2020 automakers tried to get their slots back but were told to wait for 2021 for new ones to open. Not sure what the fabs made instead of auto-parts.