Because they think it may be a bubble. If it's not, no harm done to the hardware manufacturers, they just make more money per unit, but if it is a bubble, they don't want to be stranded with excess capacity.
replyThere is potential harm if it’s not a bubble and their competitors scale and capture more of the market and they don’t. That’s why CXMT is a real wildcard - they could use this situation to become a big player.
replyI'm trying to understand the intent of your comment.
replyThe person you're replying to explained why they're not ramping up, and you replied "They are not ramping up", which seems awfully silly.