Somehow, I don't believe that it will last that long - perhaps through Q2 2022 at the latest.
Recent and on-going modifications to the supply chain (domestic chip production, high speed rail, etc.) will ameliorate many of the issues we've seen for the last 16 months, even if the new infrastructure bill is full of pork. What I see actually happening in the short-term is more companies utilizing blank-cheque companies to "MSI" their way to greater profits, even on dated tech. Never before have we seen graphics cards like my 5-year-old 1070 selling for over $500, a price target previously reserved for the xx70 release of the same year.
I do see inflation increasing across the board on virtually everything, but as it stands, current prices on select products (computers, tech with chips) will crash hard within the next year as newer designs roll out in the coming months/few years.
2023 seems far-fetched for a return to 2019's figures. I'm thinking we'll quickly see generational leaps cropping up, mostly with sustainable tech in mind cuz that's just how politics rolls right now. This decade should continue with the exponential gains of prior years rather than the +5-10% margins we've seen for the last several years.
tick TOCK tick tick tick tick ---> tick TOCK tick TOCK tick TOCK (wishful thinking probably, but don't go spending all your hard-earned cash just yet!)
My $0.02
Log in to comment