can't just make a new fab in a year and capitalise on spike, and most big investors in it know ...

PunchyHamster • today at 2:20 PM • 1 reply • view on HN

can't just make a new fab in a year and capitalise on spike, and most big investors in it know it.

re-thc • today at 3:27 PM

They "can". It happened during COVID and they got trapped by it so they're not taking the bite anymore.

alt Hacker News