I think the mayhem is just getting started, but not for any of the reasons you mention. It would probably be easier to ship a video card through mexico wrapped in cocaine than it would be to just directly unload it from a ship. Pretty soon it'll be more profitable for the coyotes to put electronics into a human shaped package and smuggle it across the border while border patrol holds out the red carpet.
If they are that small and valuable at what point do you just charter a private plane?
For example for the chip shortage it would cost 1 million to charter a cargo jet to China ($25,000 per hour x 40 hour round trip). That could hold ~70,000 chips the size of ECU modules for vehicles. 2250 units per pallet x 30 pallets. Then charge an extra $5k which they are doing already on new vehicles now and that's 350 million. Hell just charge $2k "expedience fee" to get your vehicle sooner equals $140,000,000. Some real napkin math here though I'm sure there are more costs. Like for example your cargo jet sitting while loading, paying a loading crew, etc.
I suspect customs is a large part of the current government created supply shortage. A cargo jet would still be subject to customs delays. That's why smuggling is probably the best answer right now. The cartels already have free reign and a supply chain setup at the boarder.
Oh yeah forgot about customs. A quick search found air cargo from China is 400% higher now then 2 years ago. And so the delays are longer than ever as well.
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