Chipmakers Warn AI Demand Is Squeezing Automotive Chip Supply
Chipmakers are warning that the artificial intelligence boom is creating fresh bottlenecks in the automotive supply chain, as capacity shifts toward data centers and away from the mature chips cars depend on. Nexperia interim chief executive Stefan Tilger told Reuters at the Electronica trade fair in Munich that the Dutch chipmaker is totally oversubscribed, saying the automotive industry is suffering quite heavily at the moment. STMicroelectronics chief executive Jean-Marc Chery warned that foundries and packaging firms are increasingly disengaging from mainstream automotive and industrial technology, adding that his company sees many bottlenecks. Demand from AI data centers and robotics is absorbing production capacity, while investment in mature technologies such as diodes and transistors lagged for years. Nexperia specializes in high volume, low cost semiconductors used mainly in vehicles and industrial equipment, leaving carmakers exposed if supply tightens further.
Read the full story at Reuters →
Pistons News summarizes the day's most important automotive news and links to the original reporting. The full story, photos and video are at the source above.