Peak manufacturing season is upon us, stretching component and raw material lead times and supplies. Lead times for some passives are now more than a year! We also are hearing price increases are greater than usual, and fabricators are getting notices from raw material suppliers about possible shortages or even allocation.
Moreover, transportation costs tend to get higher this time of year and a new wave of environmental inspections in China have shuttered some factories there.
Supply chain sources indicate these situations will become worse over time this fall.
Sorry to be the bearer of bad news.