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A real shortage would imply that they have no capacity to produce RAM in quantities required to satisfy the market demand. They do and they simply choose not to do that. They also continuously keep throwing in these “news” about RAM prices staying high for a decade to come, driving panic purchases up to further solidify “shortage” claims in the consumer market.
What they are choosing is to not produce anything for the consumer market any longer.
They see these big companies trying to corner the market on cloud services and AI and they’re betting the future is letting these guys control everything.
If all consumers’ money has to be funneled through like 3 or 4 providers, best to bet on those providers and their subcontractors.
This is why capitalism sucks ass.