4 ms·Well, look at AI. It sure looks like a bubble, why wouldn't every fab just profiteer now?by dismalaf 2mo agoWell, look at AI. It sure looks like a bubble, why wouldn't every fab just profiteer now?scrtm 2mo agomicron is up to like 85% gross margin this yeardismalaf 2mo agoYes, when demand spikes prices rise.scrtm 2mo agosure, but spikes are sharp and demand is expected to continue outpacing supply/capacity for the foreseeable future afaict