the automakers cancelled a ton of orders to the silicon fabs during the pandemic/lock downs. I work in supply chain for a global phone mfger and our demand kept increasing with all the gov stimmys. we normally see big increases in sales during tax refund time for example, so we planned on an increase even though through the pandemic. so i am sure our chip orders increased as did a lot of consumer electronic categories (work from home stuff like computers, video call stuff, routers etc...). This coupled with periodic shut downs of these same fabs in China, India, Vietnam, S. Korea etc.. at various times led to a massive shortage when the automakers tried to re issue the orders to keep up with demand.
Silicon takes a long time to process. For high end graphic cards and CPUs a wafer can take 15+ weeks start to finish. So even placing an order for a silicon run and getting it confirmed to a specific start date could take 6-12 months before you could see those chips. Also, at least in our industry we also saw massive decommits from key suppliers on promised shipments, so I can assume that the same thing happened in the auto industry. you line up everything and are waiting for a specific chip and then it does not come when promised.