Saturday, November 6, 2021

How a scarcity of secondhand chip manufacturing machines, which use older fabrication techniques, has exacerbated the global chip shortage (Christopher Mims/Wall Street Journal)

Christopher Mims / Wall Street Journal:
How a scarcity of secondhand chip manufacturing machines, which use older fabrication techniques, has exacerbated the global chip shortage  —  The world is hungry for semiconductors, and not all of them need to be made with cutting-edge technology.  The race is on to find older machines that can still crank out chips.



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...