Chip scarcity assaults auto industry amid the worsening Nexperia and DRAM crisis — fragile sector rocked by undersupply, which may end worse than the 2021 shortage
📊Executive Summary
The automotive industry is facing a significant chip shortage, exacerbated by geopolitical tensions surrounding Nexperia and a memory crisis affecting DRAM supply. Honda has shut down production in Japan and China due to insufficient chip availability. The ongoing memory crisis is expected to push prices for automotive-grade chips up by 30-100% in 2026 and 2027. Automakers are struggling to secure reliable chip supplies, leading to concerns reminiscent of the 2021 chip crisis. The article highlights the disconnect between semiconductor manufacturers holding excess inventory and automakers with dwindling safety stocks, which could lead to severe supply chain disruptions....
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