Chip Company Overcompensation

This news article asks the pressing question should tech companies really be adding supply output ?

With the pandemic having sent the world into a tech buying frenzy, the chips inside our PC components have all but passed into myth. And as manufacturers scramble to fill the gap in supply, Jon Peddie Research has issued a warning about the dangers of overcompensation. “The risk,” says Peddie, “is that semiconductor suppliers will be lured into over-reaction and believe that suddenly 100s of millions of new users have appeared and the demand will stay high. That’s not only not realistic, it’s also not true—where are they coming from—not this planet?” This may be a pessimistic outlook, but it is grounded in experience.