There was a worry that TSMC would have to reduce production because of a drought on Taiwan but that ended up not having any effect on production at all. For co

There was a worry that TSMC would have to reduce production because of a drought on Taiwan but that ended up not having any effect on production at all. For consumer electronics of the sort that TSMC makes the supply crunch has that a lot of people have been cooped up inside without any vacations to spend money on and demand for GPUs, etc, is way up. For automotive chips, though, the problem is that there was a fire at the Renesas plant in Japan cutting into supply of those sorts of chips. And there were some mis-estimates of what demand would look like.