Is it possible that this is due to their better efficiency in making usd/kwh, and that there is actually a greater power shortage than chip shortage? This goes in line with opinion that ASICs are actually siting idle, rather than being scarce.
I believe it's a combination of both, your theory is valid tho and phill has pointed that out a while back, altcoins mining gears make a lot more money than BTC mining gears when power is the only factor, but this can't be the only reason, because even the manufacturers that are not known to be making altcoins mining gears and focused mainly on BTC gears aren't making enough gears.
Power shortage is real and people are having a hard time getting their gears hosted, just to give you an example, in one of the major hosting groups today, I saw a few folks looking for 1MW+ hosting, the total is around 23MW, in return, only 11MW was offered, price is 6.25c per KWw, when I saw that I was like damn that's cheap, but then he said "customer pays capex" which means you need to pay for the transformer, container, and all the wiring and whatnot, so ya, finding a place to host your gears is pretty damn hard.