from an eagle eye point of view. A shortage always means, Demand is higher than supply and prices and or supply cant adjust quick enough. Price cant adjust: Lo

from an eagle eye point of view. A shortage always means, Demand is higher than supply and prices and or supply cant adjust quick enough. Price cant adjust: Long term contracts, regulation etc. Supply cant adjust: Move to newer chips (so essentially misplaning), shortage of people, congested supply chains etc.