Which STILL is not "overcapacity", it is "demand dropping to CLOSE to capacity".
NOT the same thing.
[...]
Dude, this is the definition of overcapacity "the situation in which an industry or factory cannot sell as much as its plant is designed to produce.
They have not been able to sell what they can produce. That is why delivery-date/lead-time which was 3 months ahead is now 2 weeks. This is the same for any other industry. If they could sell as fast as they could produce, the lead time would be maintained at 3 months now.
Error - they ARE still selling every S9 miner they can produce, it's just taking them longer to do so.
They were out of stock on the S9 when I checked this morning - but seem to have had a sale payment not go through some some back in stock this afternoon.