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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (1347729)	3/9/2022 9:38:15 PM
From: sylvester80	Read Replies (2) \| Respond to of 1572510

You are clueless. The current chip supply we've had back in 2019 was more than enough to supply everyone in the world. No shortages were ever heard of from 2009 till 2019. What's the difference? The pandemic!!! The pandemic put a lid on 2020 demand (companies cut orders) and instead the pent up demand caused supply shortages as companies re-issued their orders and fabs had to deal with 2 year orders all in one year. Add to that the consumer had trillions of stimulus in their pockets, and U had a flash demand on the chip supply. But the reality is that the current chip supply (with normal yearly small expansion) was more than enough to meet demand with no shortages in 2009 through 2019. So now instead everyone and his brother is throwing $10s of BILLIONS to build NEW fabs for demand that eventually will just not be there (certainly not when all of these fabs become operational), as the trillions of stimulus dollars are gone and the 2021 demand craziness returns to just average demand (or even below average demand as people exhausted their buying in one year). So we will have all these new fabs producing these chips for a demand that will not be there. Once wall street figures out that chip demand is not exponential and forever, that's when you will see the biggest stock market crash in world history. When it happens, remember who just told U so...