Yeah, my understanding from trying to follow this as closely as possible is that there are three different supply-chain problems all happening at once, getting conflated by journalist who don't have the expertise to report on the shortage correctly.

Sub-7nm chips appear to have had a genuine shortage from demand shocks during Covid.

EVs seem to be having a supply or demand shock for some reason.

And legacy node lithography chips (~250nm) were decommissioned and chip suppliers like autochip makers have been left scrambling to retrofit their designs to newer ~140nm-node tech.

Seems clear foundries have not been transparent with the public prior to the CHIPS Act.