Hardware just depreciates much much faster than fiber
Hardware just depreciates much much faster than fiber
If it drops for a year, they're likely to start shedding capacity, one way or another.
This is not an equivalent situation. The vast, vast majority of what's being produced for this bubble is going to be waste once it pops.
Then you can leach precious metals from the PCB itself.
I mean, sure, yes, we can try to recycle waste products—but it's still less wasteful not to produce them unnecessarily in the first place.
Thankfully real world and physics has the final word, so we can at least plan what to do once the whole thing runs into a wall of reality & make the best of the wreckage.