They don't have the infrastructure to meet global demand.

Grombobulous 27 minutes ago | parent | next [-]

I would never bet against a Chinese company ramping up production quickly.

	▲	ngl999 13 minutes ago \| parent [-]
		They'll probably join the party and hype about tight demand by that time.

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vidarh 20 minutes ago | parent | prev | next [-]

They're 10% of the market now, and they've shown the ability to scale up manufacturing rapidly. They certainly won't singlehandedly meet demand, but they might at least be able to temper the price growth quite a bit.

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bryanlarsen 36 minutes ago | parent | prev [-]

Yet. Maybe they will by 2028, making this prediction incorrect.