That's not even the issue, it simply isn't worth it for chip manufactors to ramp up production.
Chip manufacturing is so expensive that machines have to run at 100% capacity to make reasonable profit margins from consumer hardware. Investment in new factories is only worth it if the demand stays high for 10+ years, which simply doesn't seem to be the case. Most AI companies will collapse in the next few years and while AI in itself will probably survive, the hardware craze will eventually die down a bit.