check this out:We have very different views on what’s happening and I will say the Analysts you are hearing are doing the same thing that was done at the start of the current pandemic stating opinions in an effort to stave off certain predictable triggers and reactions.
Also while not directly related: https://www.tomshardware.com/news/intel-to-spend-up-to-120-billion-on-new-us-manufacturing-hub
https://asia.nikkei.com/Business/Te...warns-of-rebound-from-rush-to-expand-capacity
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