TL;DR, Intel is seeing higher demand of the old Raptor Lake 14th gen CPU than the current generation "AI" CPU. Due to capacity issue (it's an older gen CPU), there is now a shortage.
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Intel faces weak Core Ultra "AI PC" demand, Raptor Lake sales surge and cause shortages - VideoCardz.com
“AI PC” sales lag, Intel sees unexpected demand for Raptor Lake chips Says it’s causing shortages. Intel’s focus on Meteor Lake, Lunar Lake, and Arrow Lake isn’t paying off. The company has confirmed that demand for AI PCs is lower than expected, while customers are opting for cheaper...