Here's why the chip shortage could turn into an oversupply

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I don't see how an oversupply would be a huge problem based on the direction society is going. All the chips will find homes.

Tendomcgoobin
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Worth risk to overbuild to even come close to satifaction of supply and growth. You can always slow down and sell premium.

SleepingElephant
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Interesting view, even though the demand is huge right now.

DandyFinance
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Over supply only happen if innovations stop and no new product that utilise chips is created. This so call expert is completely lack of brains.

saukraya
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Markets overshoot in both directions, an oversupply at some point would be normal.

Mrbfgray
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Everyone and their mommas have something bad to say about Intel's chip making abilities. But their revenue keeps increasing yoy I don't get it....

Xabier
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Funny how they're only short on full size 4 x 4 pickup trucks.

jasondevault
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- BUY NVIDIA for the chips. Best companies: Amazon, Apple, Facebook, Nvidia, Microsoft, Netflix, Twitter so these are the stocks you want to own. Also Wells Fargo, Disney for the recovery. Resistance is futile.

mrpmj