It is not an excuse, sadly, but very real. There are many diverse factors such as a severe drought in Taiwan – a major global producer. Chip Manufacture requires a large quantity of water to wash the layers of metals. Monsoon season imminent! An outbreak of the Indian variant ( woke name Delta) in Shenzhen and Guangzhou which has shut factories and caused huge delays in shipping from the ports. Attempts to truck vital products to Hong Kong instead thwarted by strict border controls. Former colleagues have been flying 777-300s passenger jets as freighters to supply BMW’s Spartanburg factory in South Carolina – over 40 tons a pop of vital just in time components. Container costs are through the roof and eventually the customer will pay. Imho, the chip shortage will be a reallity for many months to come.