What you are seeing is the Economic Recovery from COVID-19.
Rapid Rise in consumer & business demand, BUT the suppliers (semiconductor, appliances, autos, etc.) have not returned to post-epidemic production.
The semiconductor shortage has shutdown production lines (last seen during 2011 Japanese earthquake/tsunami).
The Logistics industry is also un-even in returning (ship, rail, truck, air cargo) to capacity levels.
The Port of Long Beach and Los Angeles have trans-Pacific cargo ships (imports from Asia) backed up, beyond current unload capacity.
Railroads (UP and BNSF), who furloughed crews, have not returned to earlier capacity levels.