According to Duann, PC makers have to buy from SSD module makers because NAND vendors reduced allocation to the client/consumer PC market and redirected most NAND supply to data center products.
As a result, PC OEMs like Acer, Asus, Dell, and HP cannot get enough NAND or SSD supply directly from NAND manufacturers and have to turn to module makers for solid-state drives. The latter traditionally served end-users and had plenty of aftermarket products with enhanced performance and cooling, but now they increasingly serve PC makers instead.
I dont agree with all the points but Collapse OS has a fascinating read: https://collapseos.org/civ.html
In this case its driven by greed…but if you cant get a hold of chips because of ANY factor, its going to look more and more like collapse os is more right than wrong.