Manufacturers are supply constrained and they are basically selling to those that pay the most. Prices are above what most consumers will pay, so consumer lines become unsustainable.
The big question is what happens when they are no longer supply constrained. Will they be able to start the consumer lines back up again?
Manufacturers are supply constrained and they are basically selling to those that pay the most. Prices are above what most consumers will pay, so consumer lines become unsustainable.
The big question is what happens when they are no longer supply constrained. Will they be able to start the consumer lines back up again?
I can’t see that happening unless the AI bubble pops and their insatiable demand for more hardware ends.