I think the problem these companies will run into is that people are unlearning to desire the latest gadget or console because they've been priced out. Obviously there's some amount of device that's closer to necessity but the marginal stuff I think has been hit and will be hit in the future. For example, its typical that through a video game console's lifecycle the price comes down to get the more casual gamers. That hasn't happened because of shortages. That's an entire generation of would-be gamers they're losing out on today and in the future.

Personally, I've balked at the price of two gadgets I wanted to get in the last couple of months (a Steam Deck and a digital notebook). Does that make me less likely to buy one in the future if the prices go down? I don't know but probably.

ARM is here. Apple and Qualcomm and a whole host of chinese companies make PC-tier processors that aren't AMD/Intel/x64

It's possible people get pissed off enough they buy those instead. Or simply buy them because that's what's available, and it therefore becomes The Norm.