A look at the substrates that connect chips to circuit boards, and how years of underinvestment in substrate manufacturing has worsened the global chip shortage
Asa Fitch / Wall Street Journal : Tweets: @whatthebit , @wsj , and @hassankhan Tweets: Stefan Constantine / @whatthebit : so the chip shortage is actually a substrate shortage (?) and it looks like ultimately the only thing that's going to save us is more factories, but the factories won't be operational until 2023 https://www.wsj.com/... @wsj : The global chip shortage is giving rise to a group of companies whose products, known as substrates, are increasingly essential to the plans of semiconductor industry titans https://www.wsj.com/... @hassankhan : Here's a good look at how shortages essentially undo the logic of vertical disintegration. Chipmakers are facing a shortage of substrates and now working closely with manufacturers to ensure supply. https://www.wsj.com/... https://twitter.com/...