The one that just recently eased? Now that was sort of credible at first, but...
If there had been a real shortage, Intel would fabbed them out pretty quickly. It wasn't a shortage, but an excuse. On the level of dog consumed homework.
Um... remember Intel's chipset shortage? Intel ceded the retail desktop market when their chipset supply problems started. Don't be surprised to see Intel rapidly getting back to > 50% US retail market share (which has been AMD's strongest segment for many years).