They only have themselves to blame
They have always tried to bully silicon vendors (and other suppliers) into very one-sided terms - as shown at the start of the pandemic, where lots of orders were cancelled with the expectation that the capacity that released would be there "on demand" when it was needed.
At the very least, they should be holding wafers of the chips they need as a buffer - sure that leads to some inventory value loading, but is no where near as expensive as storing fully packaged devices and gives some protection against supply fluctuations.
Biting the hand that feeds IT
