I would guess none of them, they all use just in time line management so any that are maybe less affected it’s because they’ve had a smaller increase in sales? Maybe they had larger contracts for chips or its possible some just use standard chips rather than bespoke.
I suspect we’ll never kniw as its commercially sensitive info.
The price of raw iron ore hit a new high today so it’s not just silicon its a whole host of things, some of which could be selfish investors, people who buy huge quantities of copper then sit on it to drive the price up before selling. We now have “clever” investment types pulling stunts like this to make a fortune at the expense of the world economy.
Trading in raw materials for gain should be banned