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[–] 33 points 5 months ago

Honestly, no. There is no fast way to spin up fabs for this stuff. A lot of lithography equipment for the top tier stuff is made by 1 supplier, stocking a shitload of fabs with the right gear just isn’t something they can do.

IMHO, the fastest way out of this mess would be for governments to regulate how supply is spilt between consumer and enterprise products.

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