[bleuarff]

What's your time estimation for the last 2 points? Last I heard TSMC is not willing to commit dozens of billions to build new fabs for what might be a fad. Granted, they're not theonly foundry, but that's a signal nonetheless. Given the current craziness around hardware, I doubt the stabilization will come soon. Probably not before token costs soar.

[throwaway894345]

I'm far from an expert, but I'm pretty sure the chips bottleneck at the moment is memory chips which has little to do with TSMC and the memory industry is _dumping_ capital into increasing manufacturing capacity. I'm not sure when energy prices will stabilize.