Demand went up but supply hasn’t adjusted, and maybe won’t, to meet it. I’d imagine the parts manufacturers would be worried about the bubble bursting as much as we are cheering it on.
I don’t mean existing manufacturers necessarily. Unfortunately there are no certainties, but I’d say give it some time. These chips are (or at the very least becoming) strategic commodities, so the greater the squeeze the more appealing the business case will be. Besides, both the US and EU want to grow their chip manufacturing capacity and it’s not like there is no investment money available. So at some point production capacity will grow.
The the demand stays elastic and the supply doesn’t then you can just scale the pricing as much as you want. Saying you’re sold out for the year is literally telling everyone in advance the prices will continue to be manipulated .
Demand went up but supply hasn’t adjusted, and maybe won’t, to meet it. I’d imagine the parts manufacturers would be worried about the bubble bursting as much as we are cheering it on.
I don’t mean existing manufacturers necessarily. Unfortunately there are no certainties, but I’d say give it some time. These chips are (or at the very least becoming) strategic commodities, so the greater the squeeze the more appealing the business case will be. Besides, both the US and EU want to grow their chip manufacturing capacity and it’s not like there is no investment money available. So at some point production capacity will grow.
Don’t discount China in this race either. Gamers nexus did an interesting video about china’s push to become a contender in the DIMM market too.
Guess it’s all speculation for now anyway.
The the demand stays elastic and the supply doesn’t then you can just scale the pricing as much as you want. Saying you’re sold out for the year is literally telling everyone in advance the prices will continue to be manipulated .