[viraptor]

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

[topspin]

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.