If there's a shortage and buyers willing to pay a premium in one segment, it affects all other segments because at least part of manufacturing capacity is interchangeable (with switching costs, but those are bearable if someone wants to pay) and it becomes profitable to randomly shut down production of various niche parts to save some car manufacturers arse, or have essentially a bidding war between those niche parts or car parts in order to discard any customers which aren't willing to pay increased prices.