I also noticed the cream cheese shortage. I assumed it was just a couple of local stores. Interesting.
There's a running thread in Atlas Shrugged, a book I never thought I'd find so relevant and timely, where copper wires snap, but there's no more copper supply because most of the mines have been blown up or abandoned. And every time this happens, a cascade of effects impacts an entire supply chain, causing massive disruptions to people's lives because they never really considered how important the supply of this one metal was to their daily comfortable lives.
Now we're seeing it with silicon wafers. And it turns out we don't make them here. At all. There's no one manufacturing those blanks. It took this level of crisis for anyone to realize that it's a matter of national security to keep at least some of the production in-country that we rely on for all the electronic devices that power our industrial control systems, pipelines, defense grid, power grid, and city infrastructure.
It's absolutely insane that we didn't have any of this production capacity before. If we had a real president right now we'd be launching a big scale investment program into domestic chip manufacturing as the potential greatest threat to our supply chains and future as an economic and military entity.