… Retail channels and Apple's online store show extended shipping times in many regions due to low supply. But there is one issue: The production ramp‑up introduces new cost pressures. …
… Nvidia acknowledged supply constraints on Ampere in early December, but it announced it had inked a deal with Samsung to supply additional Ampere cards a few weeks later. …
… Of course, that was a capacity crunch, not a supply glut, but there was an impact on available products and manufacturing in both cases. SK Hynix is cutting its production of 36-layer and 48-layer NAND, as it moves to 72-layer and 96-layer NAND, and is slowing the ramp of its M15 fab in South Korea. …