It's a supply chain issue that's been going on for the past few years. It simply means that demand is higher than availability.
Some years ago, it was called "on allocation".
The problem is, that it's self-amplifying. As soon as customers smell a whiff of supply problems, they double/triple/quadruple order the parts, making the problem much worse.
Suddenly, the limitation ends, and the bottom drops outs of the market.
Should happen within the next year.