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by elictronic 2 days ago
Supply will catch up, it will just take 3-5 years, with the price rising the whole time. Basically a worse version of the Covid supply disruption where I sold my car for more than I bought it for years later.

The physical world can’t be patched overnight, and cutting edge manufacturing takes a long time. Fortunately we are in a very peaceful low tension world right now and no one would try burning down or blowing up one of those extremely important, irreplaceable fabs.