$BTC FACING MACRO RISK FROM HISTORIC SEMICONDUCTOR OVERSUPPLY WARNING 💎
Samsung and SK Hynix just committed ~600 trillion won to new chip capacity. That's enough memory to flood the market for a decade. One analyst already flagged oversupply risk as early as the second half of this decade.
Storage chip shortages will get worse before they get better, but when that new capacity comes online two to three years from now, it hits right as demand could slow. For crypto, that means cheaper hardware — but also margin compression for miners.
How do you see chip oversupply affecting your next rig upgrade?
Not financial advice. Always manage your risk.
#BTC #Semiconductor #SupplyRisk #CryptoMining
💎
Samsung and SK Hynix just committed ~600 trillion won to new chip capacity. That's enough memory to flood the market for a decade. One analyst already flagged oversupply risk as early as the second half of this decade.
Storage chip shortages will get worse before they get better, but when that new capacity comes online two to three years from now, it hits right as demand could slow. For crypto, that means cheaper hardware — but also margin compression for miners.
How do you see chip oversupply affecting your next rig upgrade?
Not financial advice. Always manage your risk.
#BTC #Semiconductor #SupplyRisk #CryptoMining
💎