this post was submitted on 03 Dec 2025
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If they also view this as a bubble, they have to weigh how long the bubble will last, and what happens to the investment in equipment required after the bubble pops. It may not be worth the investment if they think it'll only last 1-2 yrs and it takes them 1-1.5 to spin that up.
Not to mention all the extra costs in raw materials/logistics of getting more materials into the factory and more chips out. You start shifting to "can the local infrastructure handle that?" Or is it near capacity and will either need improvements as well or if they'd be better off building a new facility elsewhere and everything associated with that.
It's a complicated mess, and again, might just be a bubble.