A severe semiconductor shortage is crippling automakers and spreading across industries, with 2026 projected to bring even worse DRAM and Chinese chip scarcity than the 2021 crisis. Car production delays mount as supply chains struggle with undersupply of critical components, costing the economy billions.
·Automakers face extended delivery delays as chip availability continues to constrain production capacity
·DRAM and Nexperia chip shortages expected to worsen in 2025-2026, potentially exceeding 2021 impact
·Chinese chip restrictions threaten profit margins at major manufacturers like Volkswagen
·Micron's earnings warnings signal sustained semiconductor undersupply ahead
·Semiconductor industry implementing supply chain adjustments to address worldwide scarcity
drawn from Cox Automotive Inc., USA Today, S&P Global, The Guardian · updated 115d ago