You're so far from the mark it is not funny.
What is happening here has very little to do with just-in-time, but the entire electronic development process and electronics manufacturing process.
Points of importance:
1. It takes a minimum of a year to develop a complex electronic product, verfiy and validate it. You can find issues with selected components 3 months before you manufacture. When lead times are 80+ weeks, that's an 80-week delay to a 52 week programme.
2. To avoid issues with supply, you can purchase components at risk after an initial selection, i.e. if your design doesn't work there goes $$$. A huge issue with tis approach is it is causing a short-term peak in demand, especially with companies securing allocation for several designs and manufacturing 1...
3. Allocations from big manufacturers are being withdrawn at the last minute, some of which were contracted a year or more in advance.
4. Components have a finite lifespan, require careful storage (ESD protection, humidity control) and are best used close to manufacture.
5. The buffer stocks that the manufacturers hold, at the cost of the customer, have been exhausted due to true high demand.