> The trouble is, this is a temporary shortage, so it makes no sense to spend serious cash (you're talking hundreds of millions) to make a new fab when the dema

> The trouble is, this is a temporary shortage, so it makes no sense to spend serious cash (you're talking hundreds of millions) to make a new fab when the demand won't be there in a year or two. While true, one could say it’s a bet on inflation to borrow dollars now for productive assets.