📊Executive Summary

The global chip shortage is expected to continue affecting mature node capacity through mid-2022, as reported by Semiconductor Engineering. Taiwanese foundries are operating at full capacity for older manufacturing processes, which will lead to ongoing supply constraints for components such as CMOS image sensors, PMICs, and MCUs. The automotive sector is particularly impacted, with a 400% year-over-year increase in demand for 32-bit MCUs, resulting in a 20% price increase since the previous year. While new fabs are being constructed, they will focus on advanced chips, leaving older technologies under-resourced. Procurement teams should prepare for ongoing challenges in sourcing mature node components, especially in automotive and consumer electronics....