We saw this during the pandemic when everyone wanted to purchase bicycles. Shimano (they make bike transmission parts and brakes) saw a huge increase in demand. Shimano didn't want to invest into new factories as they assumed the demand was a temporary spike. I'm pretty sure this is what is happening currently with RAM, SSD's and processors. New fabs are coming on line, and Apple is looking at both Intel and Samsung to bring additional capacity online. If the AI boom dramatically slows, it's going to be interesting to see how the industry responds.