The supply chain disruption last year made me think of the beer distribution game [0], and the Bullwhip [1] effect it exposes. I am very far removed from the s

The supply chain disruption last year made me think of the beer distribution game [0], and the Bullwhip [1] effect it exposes. I am very far removed from the semi-conductor industry and the supply chain they feed. But given that lots of manufacturers slowed production because of COVID concerns and expectation of lower sales due to the expected recession only to find that demand was stable or even up as people adopted to remote working/learning, are we seeing now the peak of the Bullwhip effect? In other words, as manufacturers now try to catch up, how possible is it that manufacturers panic and over-order only to find that people got what they wanted and are not going to buy as much as expected this year? If that is the case, increased demand is not sustained growth. [0] https://en.wikipedia.org/wiki/Beer_distribution_game https://en.wikipedia.org/wiki/Beer_distribution_game [1] https://en.wikipedia.org/wiki/Bullwhip_effect https://en.wikipedia.org/wiki/Bullwhip_effect