Perhaps a quantity below "a single company causes enough of a spike in global demand that it'll have demonstrable impact in nearly every single industry"

And usually trade regulators would be the entity to start being concerned.

I assume you're on a quest to assert a "let a completely unregulated free market roar" position, but do recognize that global supply issues of critical components have negative market effects, especially when it'll have some impact on nearly every industry except perhaps lawn care.