Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is actually the reality check on AI tech takeoff bottleneck... these shortages in raw materials are happening. It will lead to actual prices increase in all AI deliverables if they have not yet. TSMC has just issued a warning on it. It would then led to cost squeeze and possible inflation pressure. Would this be the last piece of puzzle that squeezes the world economy leading to recession and market crash? An important point to keep at the back of our mind...
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