Global Chip Shortage Set to Worsen for Car Makers – WSJ

Global auto makers who had expected the semiconductor supply crisis to subside in the spring are now warning that chips will remain scarce for months while a second-half recovery is fraught with uncertainty.

Mr. Farley, the Ford CEO, told analysts that Renesas supplies about two-thirds of all chips used by the auto industry. The fire crimped supply for nine suppliers that source from Renesas and provide chips to Ford, Mr. Farley said. The full recovery of the semiconductor supply chain for auto makers could stretch to 2022, he said.

Global Chip Shortage Set to Worsen for Car Makers – WSJ