alt Hacker NewsIt is supply and demand but chip supply isn't very elastic and the producers are conservative about adding capacity that won't be needed by the time it's online.
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dd8601fn • yesterday at 4:50 PM
Doesn’t this presume that chip fabs are betting that the AI boom is a bubble that’s going to pop?
Seems kinda hard to believe at this point, no?
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SK Hynix just said they want to double wafer production by 2031.