问HN:我们为什么不能简单地制造更多的RAM?
供应链中是否存在某种瓶颈,比如稀土金属等,限制了生产能力的提升?还是说我们所有的工厂已经在满负荷运转,扩大供应需要建设更多的工厂?<p>我们是否可以运用某种直觉来估算供应追赶需求需要多长时间?
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Is there some bottleneck in the supply chain, like rare earth metals or something, that’s limiting production throughput? Or do we simply have every factory already operating at max capacity and scaling up supply will require building more of them?<p>Is there some intuition we can apply to estimate how long it will take for supply to catchup to demand?