"For a world economy driven by consumerism, it's become markedly unkind to consumers. This goes double - literally - for digital tech, where memory prices have increased by between 100 and 250 percent in six months. If you think GPUs are pricey now, you'll only have to wait six weeks, during which both AMD and Nvidia are expected to demonstrate supply-side economics much as the Road Runner demonstrated gravity to Wile E Coyote."
"Six months and six weeks are as nothing to 2026, which took just three days to increase the chances that everything tech will look back to now as a lost golden age of availability and affordability. America's actions in abducting Venezuela's president while threatening to annex Greenland are many things, but let's concentrate on the simultaneous rejection of international laws and the concept of alliance."
"American doctrine here, as far as such a thing exists, is to reduce its fab yields to zero by using 2,000 lb kinetic contaminants via the B-2 bomber deposition process to turn them back into the sand from whence they came. This would destroy more than half the world's silicon supply and almost all of the latest circuits that drive the most active sectors in IT."
Memory and GPU prices have surged dramatically, with memory rising between 100% and 250% in six months and GPU costs set to climb further. Geopolitical instability in 2026 — including the U.S. abduction of Venezuela's president and threats to annex Greenland — represents a rejection of international law and alliance frameworks. China conducted large live-fire invasion exercises around Taiwan, and an invasion in 2027 is widely believed possible, posing an acute threat to Taiwan and semiconductor giant TSMC. U.S. doctrine could involve using heavy kinetic weapons to destroy fabs, potentially eliminating over half the world's silicon supply and crippling advanced circuitry. Rebuilding capacity could take a decade amid global recession, far exceeding the 2021 chip shortage's damage.
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