There are shortages of everything and anything, it doesn't take a genius to figure out that closing down factories for a while will have that impact.
The disruption of the supply chain is, according to him/what he heard from the industry, only a part of the problem, and an overall small one
What's the problem?
The demand went through the roof because trainloads of people who didn't give too much of a fuck about computers ended up with only that as entertainment, which doesn't only imply an increase in personal computers/hardware demand, but additional hardware server side to keep up with the sudden ever increasing demand/traffic
And then manufacturers had to update their hardware too to keep up with the demand
A sort of self reinforcing loop, a chain reaction
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