I work in this industry, I talk to vendors, I see this stuff daily. If you want the manufacturing-side background, nikkei's semiconductor news has lots of material on this ( https://asia.nikkei.com/Business/Tech/Semiconductors/ ) including the fabrication disasters that ruined NXP and Renesas. Go through the last few months to see it unfolding. For the other stuff, I can't give you public evidence, but I've been working with customers adapting their designs, and they've had confirmed orders from manufacturers delayed or cancelled, some citing prioritization of the car industry, others not giving any reason, but then auctioning their remaining stock out, with the final bids going to automakers at 8x the 2019 price. Microchip, a major vendor, introduced a program where they will provide prioritized product a year from now in exchange for non-cancelable non-refundable month-by-month demand visibility into the future ( https://www.microchip.com/content/dam/mchp/documents/announc... ). I don't know what sort of link you need, this is literally what I do every day.
