Supply Discipline

Supply Decrease: New fabs take 2-3 years minimum to build, cleanrooms are physically rate limited. The 3 suppliers are signaling discipline over volume, opposite of past cycles where they overbuilt and crashed prices themselves. • Regulatory Slowdown: Government buildout of US based ram factories delayed from 2028 to 2030.

AI rationale will populate once the scoring run completes. Trigger a fresh rescore from the catalyst page (Refresh ↻) and reload, or refresh this page after ~15s for a one-shot generation.