https://www.vox.com/recode/2021/11/10/22773033/chip-shortage-silver-lining-intel-tsmc-joe-biden

For some, the chip shortage has turned into a windfall.

Manufacturers haven’t overcome the worldwide semiconductor shortage. Gaming consoles like the PlayStation 5 are still scarce, automakers are delivering cars with missing features, and Apple may end up producing 10 million fewer iPhones in 2021. For a few companies, however, these supply chain woes may have an unexpected upside.