Can you blame them, though? Between the notorious boom-and-bust cycle of semiconductor industry, and everyone (including much of this forum) thinking that AI is a bubble that will crash any minute, is it really that unreasonable that they're not trying to massively ramp up supply?

In the meantime, Chinese memory suppliers are ramping supply and winning deals with PC OEMs.

Yes, I can absolutely blame companies for illegally coordinating supply reductions to raise their prices on a captured market, and in this case accidentally causing a global supply crisis in doing so.

Especially when those companies were already caught doing it multiple times over and told to stop.

Like drug or oil cartels (OPEC), the reasons are obvious and reasonable, but also we don’t like to be grabbed by the balls.

Both parties can have perfectly rational reasons to both exist and hate each other at the same time.