The unit sale has not increased QoQ, just the price increases, then it is not going to last, especially Intel is driving hard into the discrete market, the sale value will bound to decrease either through price reduction or through volume demand. The splendid demand due to covid virus is an abnormal event, it is not clear how long will it last.
The chip shortage is strictly due to CoVid. A year ago, the bottom had dropped out of jobs, shopping, office work, school, airlines, auto sales, and SO much more. tech companies reacted by slashing sales expectations, inventory, laying off workers, and CANCELLING orders for computer parts. Since it takes a YEAR from the time a chip is ordered and queued for a FAB until the finished product, we are in the midst of all these canceled orders.