4 ms·

Don't you think that under excess demand, production will ramp, competition will become available etc? These posts read like we're all out of fresh silicon or s

• aprdm 4mo ago
  No. Because the investment to get into the game is too big and takes too long. The ones who can create the silicon are already oversubscribed.
• elictronic 4mo ago
  Supply will catch up, it will just take 3-5 years, with the price rising the whole time. Basically a worse version of the Covid supply disruption where I sold my car for more than I bought it for years later. The physical world can’t be patched overnight, and cutting edge manufacturing takes a long time. Fortunately we are in a very peaceful low tension world right now and no one would try burning down or blowing up one of those extremely important, irreplaceable fabs.