The article is long on speculation, but really doesn't have even basic data such as inventory or shipped component levels to do the the most basic verification

The article is long on speculation, but really doesn't have even basic data such as inventory or shipped component levels to do the the most basic verification of the theories. Are we shipping more chips than even, only demand is allocating unevenly? Are covid + multiple factory incidents at fault? Even the cost the stay at the cutting edge facts seem a little suspect for at least some chip markets. e.g. embedded chips such as for automotive use are generally are multiple generations behind fab technology - and really don't need to stay on a cutting edge fab to keep profitably producing for many industrial embedded components.