Originally posted by discordian
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there are only 2 companies who was the bottleneck ASML (EUV lithography) and Ajinomoto (BF-Substrat (Ajinomoto-Build-up-Film))...
for Ajinomoto its super simple to just build more factories for more Substrat
and ASML did not even need to build more factories they just developed High-NA EUV,... High-NA means they can just do the EUV lighting job much much faster...
this means there was never a problem in the supply chain...
what really happened: monero crypto coin did eat all the CPUs and ethereum crypto coin did eat the gpus.
and eat all the cpu/gpus means they did consume all no matter how much you produce if you produce the double they consumed the double if you consume 100 times more they consume all the 100 times more.
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