What I heard..
Automakers practice the so-called JIT (just-in-time) production to reduce inventory. This was pioneered by Toyota. Everyone else copied it.
Last year, auto sales was horrible. So, suppliers of automakers cut the orders of semiconductors (or chips). To be fair, they were warned of the consequence of canceling orders. The production bandwidth was naturally shifted to making chips for computers/laptops/cellphones, which have been in high demand due to WFH (work from home).
Now, auto sales are coming back, there is not enough production bandwidth for chips needed in automobiles...Blame their genius JIT system. Globally, semiconductor (chip) production is in high demand. Crying does not help. Building new fabrication factories takes about 2-3 yrs...
For example, the LCD screen in vehicles today. It needs a LCD driver. Not super high-tech chips, but the production bandwidth has been taken. Now, it needs to wait in line.
I work in semiconductor industry. That is what I heard.