Well if they have no money then they are not contributing to inflation.
The supply of those components has been artificially restrained. A global pandemic is not a market force in the ways that we would normally think of as a market force. It's a natural disaster. Without the global pandemic we would have enough chips (although you could argue automakers cancelling chip orders in the face of a global pandemic is a market force). So yes, I am still right. What do you want, a comprehensive list of all possible market constraints and artificial constraints? Not enough production capacity of end product is only one possible market force.
Now, going forward we may have a constrained supply of chips due to actual market forces, that is demand exceeding manufacturing capacity. We are developing all these newfangled things that require chips. Why in the hell people want their toaster online is beyond my understanding, but here we are.