Semiconductor is the new Oil. In the future expect the supply, demand and prices to be controlled by whoever controls the raw materials, manufacturing, supply chain and IP. The war bugle was already blown after the pandemic, and the war has started with the west blocking China's access to ASML's technology. And recently Japan's Prime Minister proposed a joint semiconductor development strategy with India, and China and Russia declared their own own strategy.

Hope to see more Oil like use of semiconductor technology for strategic geopolitical purposes. So the supply problem is not going to end, but rather fluctuate, just like oil.