Yeah, last month I remember reading a market report that John Deere has an $8.1 billion backlog of orders that they are working to fill. They've had a hard time hiring people and also part shortages slowing things down, like computer chips from overseas being one of them.
The United States is importing EACH MONTH $70 billion worth of goods more than it exports, and that's just the deficit! Ports are backed up, and even when production overseas ramped up post covid, it still takes a long time for things to catch up.
There's also been a spike in demand much higher than companies expected. For Deere it was 32% increase over year to year. When companies generally make a product, they allow for some expansion and contraction at the factory so their supply can meet demand, but due to all these reasons, companies just cannot adjust this rapidly.