I wonder whether those offering 'analysis' really understand that semiconductors aren't fungible.
If there's a shortage in supply of one model of car, I can just choose to buy a different, competing model. For 'car' read dishwasher, cellphone, television, webcam, or any of the hundred other things a consumer might purchase that contains electronics. Personal brand loyalties aside, switching to an alternative product is easy.
This is, of course, the general public's experience of electronics in a commercial sense. If you can't buy one thing that you wanted, you probably can "just" buy something else instead, and it'll do much the same job.
Can't buy an STM32H723? Very different problem.