I think you've misunderstood what's being discussed here. AI demand for silicone has exceeded supply capacity and thus driven costs sky high. What's being debat

I think you've misunderstood what's being discussed here. AI demand for silicone has exceeded supply capacity and thus driven costs sky high. What's being debated is the projected impact on consumer electronics other than RAM and dGPUs - such as SoCs. GP suggests that AI hardware acquisition has outstripped the capacity to rack and power said hardware for the foreseeable future. If that's true we would expect orders to start getting postponed or even cancelled soon. It's an interesting hypothesis but I'm not sure I believe it.