There is a good article (featured on HN a couple of days ago) that explains the issue: https://davidoks.blog/p/ai-is-killing-the-cheap-smartphone

And that article is contradicting other voices. If that article were correctly identifying the bottleneck as wafer shortage due to switching to HBM, why is everybody discussing the memory makers instead of the boule growers. Memory makers can expand operations all they can, which makes no sense if wafer supply doesn't follow, and the article is suspicously light on semiconductor boule / wafer mfr's.

So which is the bottleneck: fabs or boule growing?

also consider how most solar panels are monocrystalline silicon, how credible is silicon wafer shortage ... really? there is so much disinformation in this market...