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Demand and manufacturers not increasing capacity. Eventually someone will manufacture more to undercut
by whattheheckheck 29d ago
Demand and manufacturers not increasing capacity.
Eventually someone will manufacture more to undercut
- colechristensen 29d agoThe problem is the scaling cycles for demand and supply are at different timescales. It takes a lot longer to build capacity than these bubbles take to form and pop and there is a SIGNIFICANT history of silicon manufactures scaling during a bubble then going bankrupt because their increased capacity never had the chance to make them any money.