I am sure we have been through this many many times on HN. Kliment's comment here [1] with an Auto industry perspective.
Consumer electronics including GPU and consoles demand have increased dramatically due to pandemics. And they use components that uses bigger nodes which are in demand.
>Can automakers not use a 7nm fab?
They could but even 7nm are in short supply.
>How much of the chip shortage can be attributed to AMD and Apple taking the laptop market away from Intel? And if this is true, does this mean that Intel now has unused capacity
Both AMD and Intel are at full capacity. Intel still have server capacity to fill.
Read the Bullwhip effect. [2].
All of that is excluding crypto, and investment / trading ( buying and hoarding ) in semi- components.
Consumer electronics including GPU and consoles demand have increased dramatically due to pandemics. And they use components that uses bigger nodes which are in demand.
>Can automakers not use a 7nm fab?
They could but even 7nm are in short supply.
>How much of the chip shortage can be attributed to AMD and Apple taking the laptop market away from Intel? And if this is true, does this mean that Intel now has unused capacity
Both AMD and Intel are at full capacity. Intel still have server capacity to fill.
Read the Bullwhip effect. [2].
All of that is excluding crypto, and investment / trading ( buying and hoarding ) in semi- components.
[1] https://news.ycombinator.com/item?id=26931498
[2] https://en.wikipedia.org/wiki/Bullwhip_effect