Comments by "Siana Gearz" (@SianaGearz) on "The Coming Semiconductor Bust" video.

  1.  @tomlxyz  There was a shortage incoming. There hasn't been enough capacity provisioning to meet demand medium term. Even without the bursts in demand due to work-from-home and crypto boom(s), the capacity would run out shortly anyway, maybe not in late 2020, but in just a couple years. Every year, people need slightly more flash storage, more cloud servers, more this and more that, now fridges have computers too for some unfathomable reason. Overprovisioned capacity is, to an extent, a good thing. Sure it just costs money when it's not needed, but not having capacity when it's urgently needed can be even more devastating. Whole industries depend on this capacity being present. Besides, the big growth cycle right now isn't actually that big relative to the existing size of the industry.
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