“I do think it gets worse next year in terms of demand and supply... Maybe it's a four-year problem because there's just not enough supply. [New memory fabs take about four years to build, so plants planned today may not produce until 2029 or 2030.]”
Said Oct 13, 2026Deadline Dec 31, 2030CNBC 'Squawk on the Street' interview with David Faber, October 13, 2026 (reported by Benzinga, October 14, 2026)
Dell argued there is 'not enough supply for it to be a bubble'; the near-term test is whether memory/component tightness worsens in 2027, with the full claim resolving by roughly 2030 as new fabs come online.