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> SOCs in phones and game consoles are produced on very different processes than chips used in cars, no?

Yes, some of them are different. Consumer chips are not industrial norm, they have narrower environmental operating ranges.

The foundries producing automotive chips shifted production to consumer chips during the lockdowns, as the auto production lines were on hold. This caused supply chain disruptions. Add to that US > China IP export bans and you have a black swan event.



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