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.
> 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.