Interestingly, Fuji Rumours are now saying that the XT4 and XT30 II are also now discontinued - with the successor to the XS10 widely expected to be announced at the event this month. That’s basically the entire X-Trans IV range ended except for the X100V. On the one hand, not so surprising as we’re clearly now in the X-Trans V era with the XT5 etc, but on the other, it is really unusual for them to have stopped sales on so many cameras without any replacements available or even announced - the XT30, XE4, X-Pro3, all seemingly orphaned (not the right word but you know what I mean).
To me it lends credence to the fact that this is a supply issue, and that the spike in demand specifically for the X100V has meant they’ve had to cannibalise production on the other lines to ensure enough fourth-generation parts are available.