[winstongator]

This is how the semiconductor industry used to work - boom bust cycles. The author is probably right that lots of supply will come online at the same time, probably overshooting demand. There’s lots of demand still though, and possibly dealt with by not running balls out 24/7. They’ve been at max capacity for a while and not running at that point might be good for everyone.

Check the graph at the bottom of this article https://www.electronicsweekly.com/news/business/semi-capex-f...

[tonyedgecombe]

>This is how the semiconductor industry used to work - boom bust cycles.

This is how the whole economy used to work.