Source: Hacker News
Article note: The general claim that the pause in orders of long-term-support parts on old nodes from industrial and automotive markets caused fabs to shut down their legacy lines, and the chip shortage really exploded when orders from those sectors resumed is something I've seen a lot and find highly plausible.
I was wild-assed-guessing it was Renesas, Infineon, Microchip, and/or ST that were the root-cause because of what became unavailable, but this piece claims it was TSMC decommissioning their ancient ~250nm ASML lithography machines that kicked it off.
I'm suspicious that they got one specific case in several and attributed root-cause to it, but in any case it's a fascinating study in very deep, very proprietary supply lines.
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