https://www.reddit.com/r/Shortages/comments/ps8vsn/potential_u_joint_shortage_an_addition_to_the/
I've been paying particularly close attention to shortages along these lines. The chips and special parts going into our logistics system are at the root of making everything it transports possible. We don't even have the fancy AI trucks yet and yet the US runs on a network of semis and fleet trucks that are rapidly running out of replacement parts. The breakdowns in repair/production capacity are so scattershot that there's no telling what the transport delay will impact next. Those chips compete for production space with every other kind of vehicular computer system, let alone other kinds of chips a micorprocessor plant could retool to make.
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Could be backups on international shipping maybe? It'd be nice if there were some trade publications or some secondary source though.
I would bet it is partially this, ports are backed up all over the country. But more than likely it is cascading combination of factors.
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