Supply chains in general are in shambles. We had mass COVID outbreaks at the ports that shut down unloading, as well as outbreaks at see. Truck drivers are quitting because it ain't worth their while anymore. Countries closed their borders. Patterns of consumer demand changed, so all the containers got stuck in North America.
Chips are the most obvious manifestation of this because the supply chains for them are long and complex, but we're going to see it in many other products as well once inventory buffers run out.
