alt Hacker NewsThis is like believing there's unlimited, instant-on capacity. The same type of "we can just tariff whatever we want, and magically, the market will figure it out".
That makes sense for a few products, but not something that takes billions of dollars, multiple factories, etc to produce.
That is true. Apart from all the other times demand for memory has exceeded supply.
You can't compare it to tariffs because the cheaper alternative to investment is to bribe your politicians.