[drchiu]

My prediction is that the semiconductor price increases is going to cause a lot of demand destruction. The semiconductor companies revenues is not based on new products but rather on the fact that there is scarcity. Once that scarcity is removed then I suspect that we're going to have some reckoning happening across the industry.

Just bought a MacBook Air that I didn't need to hedge in case my current laptop breaks down. Won't be buying it at the higher price.