"that the limited supply goes to the buyer who need it the most" - I would say that the limited supply goes to the buyer who can afford to pay higher than others. Someone may need the memory more, but may not have the deeper pockets to pay for it like NVidia and Apple might.

I would have framed it as "buyer who can get the most leverage from it", which equates to being able to spend more. It's an economic argument, not a values argument.

Gamers may need the memory more, but AI labs can use the memory more productively