[Kliment]

Component production cannot profitably increase because there is no increased total demand. Everyone is buying everything they can just to make sure they can produce, but they're not actually producing more. Component producers know this and that at some point this artificial demand due to stockpiling will fall off a cliff, and they'll be left sitting on underutilized massively expensive production equipment if they increase volumes. Besides, with the current stockpile-driven demand they can ask higher prices. This is why component production is not, and will not, rise.

GPU shortages are driven by a number of factors, and almost none of them are to do with component production (or wafers). There's a big scalper problem for GPUs, where some assholes will buy every GPU they can find and then resell them at a huge markup to either (increasingly desperate) end users and system integrators, or, increasingly, to cryptofuckers who will pay much more than legitimate users to ride their bubble. This means that even if there's plenty of production, unless the production can outspend the scalpers' total capital, it's all going to be swallowed up.

There's no general wafer shortage, but the highest grade wafers that get used in the highest end production have long lead times (because the fabs that use them reserve them way ahead of time). Wafer availability is not a bottleneck since the smallest nodes have such low capacity to start with. What has happened is that wafers have gone up in price in response to the general stockpiling behavior, but the high end stuff (including high-end GPUs) don't care as the wafer cost is basically negligible to them compared to all the process costs.