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I remember starting to have trouble placing seasonal orders for dc power supplies 4 years ago - this isn’t going away anytime soon. There is an opportunity here for someone/some group with deeeeeep pockets and some vision. Unlike a risky biotech, you know the tech is good and the market is there, this is a supply problem (all the way down to mining).

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So this didn't used to be a problem but now it's a problem that only someone with deep pockets and vision can take on? What happened? Genuinely curious.

Demand went up to more than existing factories can make. It takes deep pockets to build a factory.

I don't know if it is a good business though. It's is hard to be sure if demand is high enough to support a factory or if you get a dozen orders and then demand is met.

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