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doneandtired2014 t1_j1vq7uh wrote

Eh...kinda.

Yes, automakers dumped their future chip orders. However, those were and are fabbed on legacy nodes. You know the 14nm node Intel was stuck on for 8 years? That's still 10-20 years newer than what most automotive ICs are made on. And as it so happens, the fabs that make automotive ICs are also the same fabs that make industrial ICs (lots of cross over in terms of physical requirements). Compounding that more, of all of the facilities that specialize in legacy nodes, one burnt to the ground last year (Renesas).

Automakers probably wish their ICs were made on contemporary nodes at this point, because Samsung's 8nm node only has like two customers and people are moving away from TSMC 7nm to 6nm, 5nm, and 3nm on the bleeding edge.

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