Ai cards need to be efficient so they need tsmc 3n and 5n fabs. Desktop cards don't so they could use Samsung or older cheap tsmc fabs. When we had the shortages before it was the smaller components like vrm stages and capacitors that had a shortage. Those are now over supplied. There is no reason for the price hikes other than Nvidia seeing what people paid to scalpers and wanting it for themselves.

Nvidia has continued to push for more clock speed on lower end parts and charging higher prices. There is no reason a mid range die should be clocked to 3ghz on a super expensive pcb like the 4080 has or a low end part doing it on the 4070. Those both have pcb that cost more than the die for a die that would historically be used in $150-400 parts when adjusted for inflation. They also both should be clocked around 1.8-2ghz as that has a 60-70% reduction their power consumption for a 30% performance loss (see the mobile parts for what those parts should be close to for their base sku.)