I think I’ll post this again the chip shortage is caused by the wafer shortage which all chips are made from. Back when the pandemic started car sales dropped and because car manufactures work on a just in time parts routine they cancelled orders big time with chips and systems as they did not want them laying around. The 3 only wafer factories globally were all going through upgrades to production over a 5 year period.
but all of a sudden all this production time became free because chip manufacturers were now cancelling allocated build slots for their wafer.
ao the decided to allocate to themselves and get factories up and running at bigger capacities. All of a sudden second wave caused a huge increase in car sales.
wafer manufacturing could not backtrack as they were now in the middle of a big upgrade.
I saw people recently people referencing the earth quake I’m tiawan caused nag a bigger delay again, yes a semiconductor factory was effected but it was a memory based semiconductor that was producing chips for ddr4, ddr5 and gddr6 based chips and nothing even remotely related to what’s found in cars.