It's still unclear to me: the shortage is semiconductor boules / wafers? or the shortage is semiconductor fab process step availability?
As long as the discussion seems focused on memory, I'd suspect the latter, but if its really the semiconductor boules/wafers, then I'd expect the boule growers to profit, not the memory makers, who just pass on the cost.
As long as the discussion seems focused on memory, I'd suspect the latter, but if its really the semiconductor boules/wafers, then I'd expect the boule growers to profit, not the memory makers, who just pass on the cost.
So which is it?