I don’t mean existing manufacturers necessarily. Unfortunately there are no certainties, but I’d say give it some time. These chips are (or at the very least becoming) strategic commodities, so the greater the squeeze the more appealing the business case will be. Besides, both the US and EU want to grow their chip manufacturing capacity and it’s not like there is no investment money available. So at some point production capacity will grow.

Apparently there is a huge demand for storage, both RAM and disk. Oh, and GPUs… So what happens when large number of people are looking to buy stuff? In time, I think there is a silver lining here…