How conveniently the narrative flips from massive inventory gluts and declining sales to anticipated supply shortages. Of course, this is the impulse[1] that th

How conveniently the narrative flips from massive inventory gluts and declining sales to anticipated supply shortages. Of course, this is the impulse[1] that the industry will collude around. Would really like to see policy surrounding CHIPS Act recipients nip this in the butt before it snowballs unchecked again. [1] https://scholarworks.umass.edu/econ_workingpaper/343/ https://scholarworks.umass.edu/econ_workingpaper/343/