Comments by "ricardo kowalski" (@ricardokowalski1579) on "Where The Real Chip Shortage Is" video.

I had not even considered the physical IC size. Great comment. Thanks for the perspective.👍
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5:10 "for a long time trailing edge chipmakers have been hesitant to invest in such a thing" the under-investment in trailing edge capacity began much before the lockdowns or the ukranian war and if 4:22 they were modelling to run in the 80% as "full" utilization, there was no signal for additional investment The video does not show any data concerning installed capacity, or if the lockdowns changed it.
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@thecraggrat that being the case, and since OEMs are not building new trailing edge fab machinery... there must be a sustained reduction of legacy and trailing edge installed capacity. When the old machines find no replacement, or spares, the capacity must dwindle.
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@thecraggrat I agree with what you are saying. But at some point there are no more spares or sustaining, and all the functioning machines are fully utilized. If you wanted a (trailing edge) typewriter today, it will have to be used, and to have it refitted, it would cost you much more than a (leading edge) laptop and a laser printer. I submit to you that the "typewriter" installed capacity is shrinking... like the trailing edge chip capacity
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@thecraggrat 40year old equipment may also means the few people that know how to repair these things are retiring/dying. That is how we lost the F1 engines for Apollo, and programers tell me that it is harder and harder to find people that can do Cobol and FORTRAN for legacy systems. Thanks for the talk!🙂
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@卩乇尺丂ㄖ几 lockdowns collapsed both supply and demand, that may be why there was no price signal before lead times increased. Lockdowns may have caused deep and long term damage to the supply side, thus creating the long lead times. Respectfully.
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@卩乇尺丂ㄖ几 i agree that in a free market the price isn't static. But it is not a free market because governments are meddling with it all the time. Governments just shut down everything for two years, that has to affect the markets.
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@卩乇尺丂ㄖ几 there is a difference between an Oligopoly and an Oligarchy. Two different things. I do not believe there is an Oligopoly of private actors. But I do put forth that there is an Oligarchy of government distorting the markets.
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@卩乇尺丂ㄖ几 🙂👍
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@卩乇尺丂ㄖ几 No worries. You are evolving your thoughts and being respectful, I will gladly have you as my fellow citizen. 👍
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