The last one I remember was after the 2011 tsunami. I think things are worse these days because memory isn’t just a chip that you toss on a board anymore, it’s now frequently delivered in the same package as the CPU.

There was the 2007 spike following the Windows Vista release when a huge chunk of the corporate market had to buy new machines, there was also the Hynix fire in 2013, to pick a few recent ones. The 2007 spike was pretty rapidly killed by the famous global financial crisis that followed.