> because I don't believe the problem underlying the current chip shortage is due to the fabs voluntarily reducing their output in order to screw their customer

> because I don't believe the problem underlying the current chip shortage is due to the fabs voluntarily reducing their output in order to screw their customers Same here. The issue, I think, is that fabs are very frequently re-tooled in order to remain in geometries that have high demand and profit margins. When I think about it, the issue is probably similar to the pharmaceuticals industry. Inexpensive / generic drugs have lower profit margins because they are largely figured out. Companies consequently opt to produce something else, despite there still being a market for the generic.