Micron said that they tried to tell 2 of their largest customers (one almost certainly Apple) that the prices they were demanding would result in the cancellation of a lot new construction in 2023, which wasn't in the industries best interests.

It is sort of Apple's fault. They are probably the biggest single buyer of DRAM and NAND globally and they pride themselves on their supply chain management under Cook.

It seems they over optimised this too far.