I think the problem comes up for people needing larger quantities sometimes.
The ones who really get killed are the smaller product makers: if you’re huge, you can get factory allocations, but the people who make hundreds or thousands of widgets per year have to put up with the feast-and-famine cycles at Mouser, Digi-Key, et al. And those famines are all-too-tragically real.
I just went through this doing some designs for a client: I really wanted to use the USB ATMegas, but they were out of stock, and weren’t going to be available for months. And the maker of the Teensy boards confirmed that he has had to be extremely careful about stocking up when he can get them.
So we wound up going with USB PICs, solely because of supply reliability
It’ll actually save them a few bucks in the long term, because the PICs are slightly cheaper (not a major concern, because they have good margins). But I really don’t like being stuck with a proprietary Windoze toolchain. And Microchip’s USB stack, which bears a depressing resemblance to the old Colossal Cave game (“You are in a maze of twisty little callbacks, all the same”)…