“The shortage stems from a lack of wafer capacity, and securing additional wafers takes at least four to five years,” he said. “We expect the industry-wide supply shortfall to persist at over 20 percent through 2030.”
“The shortage stems from a lack of wafer capacity, and securing additional wafers takes at least four to five years,” he said. “We expect the industry-wide supply shortfall to persist at over 20 percent through 2030.”
Yep. I get stuck in analysis paralysis too. Like the price of GPUs in particular it’s been hard to time a ‘good time to buy’ a major upgrade in the last decade because there’s being something driving price cycles artificially multiple time and for extended periods.