No, it runs much deeper than that, truck driver shortages in the USA, container shortages in China and the Far East, global trade is utterly messed up because Companies cancelled orders and laid off staff in anticipation of a slow recovery.
But that didn’t happen, the USA, the powerhouse of the global consumer market, never dropped off and now companies can’t ramp up fast enough, they can’t replace the orders that were cancelled and even if they can make the product they can’t ship it. And even if they do get it shipped it it can’t be landed or then delivered in the USA.
Blame Toyota and the JIT manufacturing system. Funniest thing is Toyota learnt their lesson about supply chains from microchips after the earthquake in Japan a few years ago, so who is the only car manufacturer currently at full production? Toyota.