Chipmakers warn AI demand is creating bottlenecks in automotive supply chain
Dutch chipmaker Nexperia is “totally oversubscribed” as suppliers divert manufacturing capacity toward fast-growing AI data centres and away from the mature chips used in cars and industrial equipment, interim CEO Stefan Tilger told Reuters at the Electronica trade fair in Munich on Tuesday.
Tilger said some competitors had shifted capacity away from the commodity semiconductors supplied by Nexperia, creating bottlenecks in parts of the automotive supply chain.
