Comment by Aurelius3

Although I do think there will be an oversupply "crisis", I think the article is too optimistic about the timing. From what I have read the new foundries will start production in 2024-2025, and I don't see demand going down anytime soon, and that's not to mention some of the backlog that has accumulated. Although I am curious as to how amd and nvidia have been handling this. Do they have stockpiles of chips themselves?