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Re:The Ball and Supply Chain by viraptor on Saturday May 01, 2021 @10:45PM (#27011949)
There was a good comment about it recently which moves the blame to automotive and their inventory management. Not sure if it's true, but it's a good different take to read. https://news.ycombinator.com/item?id=26931498
Re:The Ball and Supply Chain by topspin on Saturday May 01, 2021 @11:11PM (#27012054)
Again, this theory relies on the pandemic; "For some reason in early 2020..."

If you're in the business and have to acquire components you know with high confidence that component scarcity did not start with the pandemic.