Comment by Incipient
11 hours ago
It's ABSOLUTELY a chip shortage. TSMC is booked out years in advance and jacking prices because they can.
On the dram side, because that's what I saw recently, sk hynix is down to TWO WEEKS of inventory: https://wccftech.com/sk-hynix-ddr5-inventory-down-to-just-2-...
I'd be curious what evidence there is to support its purely an end-product manufacturing shortage?
I don't see any evidence of a general chip shortage in your link either. That they are down in stock because of unprecedented demand after a downturn in the last 3 years in consumer demands of consumer products is something completely different than being down because of production capacity. They reduced production in 2023 and 2024. It's exactly what I wrote in my previous comment.