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Have the laws of supply and demand been suspended? Capital is gonna pour into memory fabrication over the next year or two, and there will probably be a glut 2-
by anigbrowl 10mo ago
Have the laws of supply and demand been suspended? Capital is gonna pour into memory fabrication over the next year or two, and there will probably be a glut 2-3 years from now, followed by retrenchment and wails that innovation has come to a halt because demand has stalled.
- re-thc 10mo ago> Have the laws of supply and demand been suspended? There is the law of uncertainty override it eg trade wars, tariffs , etc. No 1 is going all in with new capacity.
- kasabali 10mo agoWe're not talking about growing tomatoes in your backyard.
- anigbrowl 10mo agoIndustrial production is no different, it just runs on different scales.