There is an actual wafer shortage and arrogant automotive suppliers thought they could order on short notice.
Turns out silicon valley customers like Apple and Nvidia order a year or more ahead and prepay for capacity instead of phoning at the last minute and demanding "standard" 120-day terms for the privilege of having their business. I know who I'd sell my capacity to.
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Yes, possibly the Bullwhip Effect[1] at play.
[1] https://en.wikipedia.org/wiki/Bullwhip_effect
There is an actual wafer shortage and arrogant automotive suppliers thought they could order on short notice.
Turns out silicon valley customers like Apple and Nvidia order a year or more ahead and prepay for capacity instead of phoning at the last minute and demanding "standard" 120-day terms for the privilege of having their business. I know who I'd sell my capacity to.