[intended]

What the heck?

High demand and a long lead time product - you can’t spin up fabs overnight to adapt to demand.

This creates a period where the people with the largest amount of capital can out compete other buyers in the market.

This is the situation at play right now. Your model is too simple.

[spockz]

The detail here is that the capital is fictive instead of liquid. It consists of companies pumping money in circles with promises of investments and orders. Most of that money will probably not change hands but in the mean time it is used collateral for other financial products and transactions.

Prices spike because all stock, current and future, is bought up with fictitious money, causing a plethora of issues around the world for all supply chains that include DDR in one way or another. Basically all form of electronics or electronics containing devices get more expensive, delayed, or even cancelled.

Life is already expensive and it is going to get more expensive fast.

That is what gets people on edge.