alt Hacker NewsIsn't next year's capacity already sold out? Is there any reason to hope for significant additional capacity to come online during that term?
Isn't next year's capacity already sold out? Is there any reason to hope for significant additional capacity to come online during that term?
Eventually 2028 and 2029 will come around and at some point today's data center builds will be (economically) full.
In addition to that there are extra fabs build and (for example) China can use the high margin to catch up with their processes without breaking the bank.