spacehawk
Member
What does bleeding edge fab space mean?
To try and generalize... the fabrication plants for making chips are working on smaller processes like 3 / 5 / 7 nanometer and companies like apple etc are buying up as much of the capacity as possible for those smaller processes so they can get chips for iphones etc. As new devices tend to use small nanometer processes those "bleeding edge" fabs are in high demand leaving older nodes like the 14 nanometer one (that can be used to apparently make the MCU3/Z) in lower demand.
With all that said there's still lots of demand for silicon out there, but in the above example Tesla isn't competing with apple / samsung etc for the same space on the smallest fab nodes so things should be better for supply... hopefully.