You guys think it will be together with the “AI” bubble or that it will independently pop sooner? Because all of the prices currently are inflated deliberately using artificial scarcity and preying on FOMO.
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Someone is buying every single chip that SK Hynix and Nvidia are producing. The fabs they’re using are all running at maximum capacity.
Those chips are going somewhere.
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The scarcity isn’t artificial though. The actual objects are not available in the quantities needed to keep prices level.
The reasoning for that matters not at all.