Typical of supply chain issues, customers compensate by over-ordering, knowing they wont get everything they want. When the supply chain eventually corrects itself, there is suddenly the realization by customers that if they don't cancel or severely cut back on orders, they will be responsible for taking deliveries far excess of their true requirements, and paying those invoices. Other than the currency concerns, not much here to worry about.
Typical of supply chain issues, customers compensate by over-ordering, knowing they wont get everything they want. When the supply chain eventually corrects itself, there is suddenly the realization by customers that if they don't cancel or severely cut back on orders, they will be responsible for taking deliveries far excess of their true requirements, and paying those invoices. Other than the currency concerns, not much here to worry about.