This is not sustainable forever unless their hypothetical usage is realized, and eventually the bill will come due.

Meanwhile, component makers will surely be spinning up more capacity, some of them in a foolhardy manner, and if the bubble does burst, 3-6 months later we'll be seeing fire sales on components and component makers going bankrupt (or getting bailouts, if considered of national importance)

I feel like the fact Apple raised their prices means they foresee this lasting a lot longer than 3-6 months.