I want to hammer one thing home on #tin demand - and that is the answer to “Why has solder demand been static for ten years or so?”This is because linear miniaturisation needed less tin per circuit board, and this offset exponential unit growth.
We have now passed the inflection point where exponential is beating linear, and demand growth for #tin is accelerating.
The World has committed $600bn to new semiconductor factories - but <$100m to new tin mines.
The World has committed $600bn to new semiconductor factories - but <$100m to new tin mines.
When there is no deficit and supply = demand because there is no inventory to pull down on, and demand is highly, highly in elastic, economics 101 tells you what happens: the price will go to the required level to destroy enough demand to balance the market.
+$100k #tin is coming
+$100k #tin is coming
Why can miniaturisation not continue forever? Because of #tin whiskers. These grow out of spots of solder and create short-circuits if your circuit board is too small. Google this - some good videos on YouTube.
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