Posts: 341 +524
That's certainly the official story. Now, I'm inclined to believe a global increase in demand on these fabs across multiple areas caused the issue in conjunction with the pandemic restrictions and stopping, however, I say "Official story" for a reason: I just don't think none of the companies couldn't foresee the increase in demand as companies are very likely to bid for fab allocation year in advance of the nodes actually being considered good enough for production runs.
So it's probably not entirely false that they had *some* unforeseen difficulties but:
1) I just don't think they couldn't foresee the greater demand at all
2) I also don't think they're being sincere in their estimations of how much time it's taking them to recover.
The motivations for 1) and 2) are quite simple: Price fixing.
Well, that wont work unless these companies were behind majority of scalping operations too for getting massive tax free profits.
I remember reading about MSI rigging the whole thing to loot people by scalping. So not only is it possible but has already happened been caught.