At a longer timescale than very temporary supply shocks, I believe what I said is correct. The basic point is that if supply contracts, demand must contract as well, which in a free market happens via price increases and in an unfree market happens via shortages (i.e., the inability of buyers to obtain a good at a market-clearing price). If high barriers to entry are relevant in this context (obviously they very much exist in the memory industry!), then please enlighten me how, if you are capable of doing so without unconstructive snark.