Automotive industry seeing massive chip shortages too

Another day, another article about shortages. In a new article, DigiTimes highlights chip shortages seen by the car industry. A the automotive industry has started to recover, chip demand from this market is increasing but supply is falling short of demand. A lot of these products use more mature process nodes than the technology used by CPUs and GPUs, but foundries like TSMC are pretty much fully booked. DigiTimes says supply of various automotive components is fallen short by 25 to 40 percent:

As demand for semiconductor products has continued picking up, their supply has also grown tighter. Foundries' supply of automotive MCUs, storage controller chips and power management ICs has already fallen short of demand by 25-40%, while HPC, server and 5G networking chips are also seeing insufficient supply of high-end ABF substrates due partly to low yield rates. Automotive chip makers have also been pushing keenly to obtain services from foundries as the automotive industry has started to recover.

The site also notes the market for high-end ABF substrates, which are used by HPC, server and 5G networking chips, has been increasingly falling short of demand due to insufficient yields at IC substrate suppliers. The shortage of these substrates is having an impact on the production of laptop CPUs like AMD's new Ryzen 5000 APUs.