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vlucastoday at 2:45 PM1 replyview on HN

Same. There is huge, real demand for memory and storage everywhere you look. New capacity takes 3-5 years to come online. Every vendor has completely sold out capacity and is backlogged on top of that. This 5-year estimate is actually pretty realistic to me. I think we are stuck with high prices on these components for at least the next 3 years, minimum.


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boredhedgehogtoday at 3:04 PM

> New capacity takes 3-5 years to come online.

Why should that be set in stone? Surely there are corners that can be cut if there's so much profit on the table.

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