Since the shortage took place, the demand for SPE machines has increased sharply. According to Nomura, bills in North America, a proxy for demand, rose 36% in October from a year earlier and rose 38% in the previous month. In fact, analysts have raised their growth forecast to 39.5% from 35.4%, with total device sales approaching $100 billion this year.
https://www.washingtonpost.com/business/a-few-hundred-billion-dollars-wont-fix-all-theshortages/2021/11/23/14a6a9fa-4cb6-11ec-a7b8-9ed28bf23929_story.html?utm_source=rss&utm_medium=referral&utm_campaign=wp_business A few hundred billion dollars won’t fix all the shortfalls
