alt Hacker NewsWhich competitor is going to invest in increasing their capacity when everyone expects the demand to decline sooner rather than later?
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shadowpho • yesterday at 9:37 PM
China is coming online :(
Which competitor is going to invest in increasing their capacity when everyone expects the demand to decline sooner rather than later?
China is coming online :(
If demand declines then the shortage is still solved regardless.
If it doesn't decline, than anyone who took that risk and increased their production capacity will benefit greatly, and those who didn't will lose market share.