Why jump all the way to the big fish? It’s more sensible to start with a distributor like Digikey since presumably they’re not buying directly by the pallet from TI or ST Micro if they are ‘small manufactuers’.

If they don’t think they can do Digikey’s job better than what’s already being done then they have their answer.

The folks upstream and at Wall st can presumably do math and think a few steps ahead, so if they saw an opportunity for outsized returns they would likely already have plans for it.

Just like why nobody is making a $15000 Corolla equivalent in 2022, because it’s not profitable enough.