That is not true. Semiconductor industry saw a similar supply crunch during covid and spent heavily for capacity. And when the crunch tapered off, they were left holding the bag.
Micron would probably not even exist, or be a sticker brand for some Chinese conglomerate if not for this supply shock.
Micron would probably not even exist, or be a sticker brand for some Chinese conglomerate if not for this supply shock.
They are a lot more reticent this time around.