“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.”
Yup. It pains me to say that this AI bubble has something for every facet of this industry. Anyone looking to make a fast buck at the expense of the end user has this new blanket “reason.”
So we have AI confidently spewing bullshit… And
conmenCEOs selling snake oil. Its almost too perfect.