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Does anybody have an understanding of when realistically there will be supply again? I've heard some positive sentiment about new developments in China, but tha
by poly2it 3mo ago
Does anybody have an understanding of when realistically there will be supply again? I've heard some positive sentiment about new developments in China, but that's not a market I am familiar with, and I haven't witnessed any effects of it thus far.
- vitally3643 3mo agoTwo years at minimum. The manufacturing process simply takes that long to spool up. That is, unless the hyperscalers all drop dead overnight. Then we'll be swimming in more chips than anyone would care to buy