by arjie 3 hours ago
How exactly could they 'hoard' this? There's no place in the world to store that much undiced wafer. It will all go bad.
In what time will packaged wafers go bad? What is this based on?
Granting this premise is true (I have no idea), that makes it even worse. They would deliberately be hoarding 40% of the global supply not to lock in for future growth but simply to make sure no one else gets to have it. It’s figuratively setting chips on fire.