How are non-ICs in short-supply? Did I miss a whole story about supply chain problems or is it literally that overall demand has maxed out overall supply and most people don't have the means to increase production?
There's a lack of shipping options available to get items to the US in the first place, that means that various bits and bobs necessary to manufacture a widget aren't available because they are stuck in a shipping container somewhere around the world and there is no available space to put it on a ship.
https://www.arrow.com/en/research-and-events/articles/capaci...
covid exacerbated the problem