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There are some reports of collapsing lumber prices, when everyone was talking about the sky falling and prices skyrocketing two months ago. https://financialpost.com/commodities/lumber-prices-collapse... So your idea that semiconductor prices might fall a lot in the future seems reasonable.


I think that lumber storage is much more expensive compared to chips


Do you mean storing already made chips? I imagine that's (often) expensive from a depreciation perspective.


Cheap microcontrollers are not deprecated for a very long time. STM sells chips designed 10 years ago, AFAIK.


Indeed. They even have some they guarantee to make for at least 20 years.

https://www.st.com/content/st_com/en/about/quality-and-relia...


Agreed, though I suspect the retail price still drops as other, newer, chips enter the market.




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