The chips in cars are made using much older technologies: the M1 chip in a new Mac or iPad Pro is made using a 5nm process, but a lot of the chips in cars are made using a 55nm or even 90nm process, and as demand has skyrocketed, the factories using that older tech just can't keep up.

Decoder with Nilay Patel
underscoredpodcasts
@underscoredpodcasts·June 27, 2026