I hope the Arizona environment has been better for you and your company... 
It's parts shortages that are killing us right now. Xilinx FPGA orders that were supposed to be delivered now have been delayed indefinitely. Quotes are 52+ weeks with no real date provided... What parts you can find went from $50 a part to $700+ and are all overseas. You send cash and hope they send real parts... Generally, you have to build the assembly to find out. It's a nightmare.
Another issue is the quality of the parts after the fab houses shut down and then starting up again is poor. They don't seem to have things dialed in yet. We've gotten reels of bad ICs and lots of unexpected failures. These are on parts made by normally quality manufacturers like Analog Devices and NEC which wasn't expected.
Can't ship product if you can't build it. And the cost and pain of building things has gone up dramatically.
I don't know if we'll survive the year.