[quotemsg=19678120,0,412399]We keep talking about shortages and such, but the simple fact is that you can only have a chip shortage if the companies decide to not make enough to force the price up. If all of them decide to make less than enough at the same time, then it's obviously colusion if there isn't a huge disaster wiping out half of the factories, which there isn't (even the previous situation with hard drives was blown way out of proportion).[/quotemsg]
All NAND fabs combined can't make enough to satisfy the demand right now. They are all running at maximum capacity. Increasing yields (as mentioned in the article) will be the fastest way to increase supply. They can build more factories, but it takes a couple years and billions of $. They can switch to a better process technology, but that can take even longer and even more $.