I've cleared international freight through Customs for a living for 15.5 years now, it's been interesting watching the reduction in electrical components coming in. It used to be that half or more of the shipments I would process a day would be integrated circuits/memory modules/resistors/capacitors. Now I'll see memory modules once a week, integrated circuits might be 5% of what I see a day, capacitors and resistors I'll see a few times a week now.
The value of the shipments is way way down too, instead of seeing a few hundred thousand dollars of ICs in a shipment, tens of thousands of ICs, I'll see tens of thousands of dollars of ICS in a shipment with the count in the thousands because, presumably, that's all that can be had.
I also notice HDD, SSD, and flash cards/USB storage imports seem to be way, way, down - presumably because they contain ICs as well.