There is "the market" and there is also a shortage. The market is saying this stuff is just worth more than "suggested retail price". In your world you point a

There is "the market" and there is also a shortage. The market is saying this stuff is just worth more than "suggested retail price". In your world you point at bitcoin ASICs and GPU miners buying up chip supply and existing GPU inventory respectively, in other worlds people point at scalpers buying up GPUs and gaming consoles. But all worlds are saying "the price of hardware is triple the listed price". For companies with lines of chips to build, they can absolutely bid higher and get higher in the production queue and pass that price on to the their customers. But there is also a supply shortage. The markets are functioning decently, where it is 100% saying "hey go start a fab in Arizona, it's currently profitable" it is just not quick to set those things up. So for now, we have to deal with the geopolitics and point at rational market participants that are taking risk to buy up supply as it hits and successfully resale it for 2-3x markup. Someone else has to take a bigger risk and start a production line, and play both Biden, Xi and Tsai Ing-Wen like a fiddle, hoping all the heads of state throw billions of their currency at them. We can take a risk by being a scalper or buying shares/options of the fab lines.