Comment by chmod775

> So, where does the 2x price hike come from if not supply/demand?

It absolutely is supply/demand. Well, mostly demand, since supply is essentially fixed over shorter time spans. My point is that "cost per square mm [of wafer]" is too much of a simplification, given that it depends mostly on the specific production line and also ignores a lot of the stuff going on down the line. You can use to look at one fab making one specific product in isolation, but it's completely useless to compare between them or when looking at the entire industry.

It's a bit like saying the cost of cars is per gram of metal used. Sure, you can come up with some number, but what is it really useful for?