Could you clarify what you think is happening?

To my knowledge Infineon, TI and STMicro are all technically "fabless". The term "fabless" is also misleading because "Fabless" actually means Foundry-less. This is part of the problem with reporters on this topic, they actually don't know that these companies don't have foundries and endorsed a "Fabless" business model long ago.

And the idea that a fire at a single fabrication site (not a foundry) caused this long of a chip shortage is not a likely scenario. Any explanation for the ongoing microchip shortage that has to do with fabrication sites and not foundries is likely a flawed understanding.