There has been no subsidy for consumer pricing on silicon, it's not just that there is no evidence of this, but it's easy to refute because the prices for consumer products in memory per gb are demonstrably higher than what hyperscalers buy at scale with long term agreements.
The main issue with this isn't supply/demand dynamics, it's an artificial demand bump and an intentional supply shortage. The primary thing that will happen from this which benefits only the hyperscalers and memory companies will be that there won't be memory available for consumer PCs.
What has happened is people can run their own inference for cheaper than buying a cloud service and they are trying to remove the option for most people and have it be inaccessible. The rest of the consumer PC market be damned.
The cost of a single board computer including all components - even the CPU and storage is $35 and now the memory alone will cost $35 dollars. This will either put the SBC manufacturer out of business with no margins or they will increase price and the value won't be there for the typical consumer of those items.
This is way beyond normal commodity cycle things, this is intentional scarcity that impacts individual consumers and not large corporate entities by design.