Everything that has happened is 100% aligned with ECON 101.
Demand has increased for high-bandwidth memory. That increases prices and quantity.
The increase in quantity has happened. Quantity sold has increased. Fabs have increased production and shifted away from other products including consumer products.
Prices increase when there is an increase in price of a substitute in production.
New fabs are planned, consistent with profit-maximizing behavior increasing production in response to increased prices, but they take time.
Demand has increased for high-bandwidth memory. That increases prices and quantity.
The increase in quantity has happened. Quantity sold has increased. Fabs have increased production and shifted away from other products including consumer products.
Prices increase when there is an increase in price of a substitute in production.
New fabs are planned, consistent with profit-maximizing behavior increasing production in response to increased prices, but they take time.