[AnthonyMouse]

> Are we going to punish Micron for not planning a new fab 3 year ago when they had no margin and Apple was squeezing them to the bone?

This is why you expect the response to happen over a short period of years rather than absolutely instantaneously.

> Or wait, they were already trying to build one in Upstate NY that is stuck in NIMBY red tape. Do we co-indict Kathy Hochul?

Yes, definitely.