I think it is worse for Hetzner. The secret is out. Their prices have attracted a lot of demand, and they need to buy equipment to satisfy that demand.
The last Hetzner box I leased I had to poll for availability as if I was Ebay auction sniping. It took me 2 days to acquire it.
Absolutely. Replacement is one thing, but there is also the need for new hardware to meet growing demand.