The semiconductor crisis of 2020 and 2021 exposed a critical vulnerability in the automotive industry. Production shutdowns and delayed vehicle deliveries revealed how dependent even highly optimized supply chains had become on globally concentrated chip manufacturing capacity. Today’s challenge is structural. Rather than short-term shortages, the industry is entering a sustained competition for semiconductor capacity. […]
This is a companion discussion topic for the original entry at https://blog.seeburger.com/ai-and-the-new-semiconductor-capacity-race-what-it-means-for-the-automotive-supply-chain/
