Yeah, my understanding from trying to follow this as closely as possible is that there are three different supply-chain problems all happening at once, getting conflated by journalist who don't have the expertise to report on the shortage correctly.
Sub-7nm chips appear to have had a genuine shortage from demand shocks during Covid.
EVs seem to be having a supply or demand shock for some reason.
And legacy node lithography chips (~250nm) were decommissioned and chip suppliers like autochip makers have been left scrambling to retrofit their designs to newer ~140nm-node tech.
Seems clear foundries have not been transparent with the public prior to the CHIPS Act.
Sub-7nm chips appear to have had a genuine shortage from demand shocks during Covid.
EVs seem to be having a supply or demand shock for some reason.
And legacy node lithography chips (~250nm) were decommissioned and chip suppliers like autochip makers have been left scrambling to retrofit their designs to newer ~140nm-node tech.
Seems clear foundries have not been transparent with the public prior to the CHIPS Act.