As I understand it, there are lines with spare capacity, but the work to move manufactures takes time. Even for the same process/wafer size.
So it's not just a capacity shortage per se. Rather, a situation where real demand was wildly different (higher, and lower) than predicted demand, and re-spreading work is hard.
So it's not just a capacity shortage per se. Rather, a situation where real demand was wildly different (higher, and lower) than predicted demand, and re-spreading work is hard.