People may not remember, it is ~1980 all over again. There was a massive 'chip' shortage back then were the mini-computer company I was at and many others could not get chips they needed.
In fact, chips were kept under lock and key to prevent theft. But there was a massive theft there were 20,000 chips were stolen.
In early/mid 90-s, it was common for thieves to steal RAM sticks from computers in school/university labs.
It was so bad Sun Microsystems of all places was buying smuggled Japanese ram from Jack Tramiel
https://forums.atariage.com/topic/207245-secret-atari-dram-r...