this post was submitted on 11 Dec 2025
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While you're right, this normalization may take upwards of a year. This manufacturing is not easy to set up and if the manufacturers see this as a one time purchase, they may also decide not to scale up production. After all, they just started making 2-3x on existing products.
Another thing to consider is that the current spike in demand is almost entirely fueled by datacenters used for AI.
It takes years to set up new manufacturing facilities, and the AI bubble popping is still going to happen at one point or another. They may simply decide not to increase manufacturing capacity because they believe that this spike in demand is temporary.
Building new capacity costs money, and if the demand suddenly drops you cannot make that money back on sales.