From what I've read, Pfizer (not unreasonably) have been able to get pretty much everything they've ordered, and had delivery prioritised - from bioreactor bags to lipids, to deep freezes and vials.
None of their US sourced supplies have been restricted by the US (or the EU, or the UK). Their EU plant already had its own (not US dependant) supply chain, or had components stockpiled before the shutters came down in January, and doesn't seem to have been hit by any of the minor licence controls on reagents.
A lot of other manufacturers aren't just having technical ramp-up problems (AZ and J&J had massive difficulties upscaling the reactor sizes) they're having orders de-prioritised or delayed. It's most noticeable with a firm like Novavax because it thought it had a supply chain, and could ship its own supply of specialist US components (like the bags) to India but they've had those orders pushed back or even frozen.
