Market is in short supply, COVID shortfalls, sanctions on Russia, China possibly a few other places have seen demand peak. Peak from increasing demands by energy, communications, evs, and the usual tech markets, etc. Raw materials are in short supply plus the increasing output demands by current manufacturing. It makes sense to boost productivity and manufacture upon pushing for renewables, and technology.
Conspiracy? One the new distributors opening is in Canada, set to be a large global producer. Another potential is India, apart from Taiwan being strained. Others where output isn't meeting demands. Supply lines and resources disruption due to COVID, and sanctions.
Pelosi maybe $$$$ being in on this
Market is in short supply, COVID shortfalls, sanctions on Russia, China possibly a few other places have seen demand peak. Peak from increasing demands by energy, communications, evs, and the usual tech markets, etc. Raw materials are in short supply plus the increasing output demands by current manufacturing. It makes sense to boost productivity and manufacture upon pushing for renewables, and technology.
Conspiracy? One the new distributors opening is in Canada, set to be a large global producer. Another potential is India, apart from Taiwan being strained. Others where output isn't meeting demands. Supply lines and resources disruption due to COVID, and sanctions.
Not to mention the production constraints of ASML. Money cannot simply buy capacity.
The semiconductor industry has a few pinch points.
The best source for learning about this in easy chunks is Asianometry on Y. T.
Here's one on ASML
https://youtu.be/CFsn1CUyXWs
Not to mention I get it, I got it, I know it's good.