Car industry canceled a lot of orders during the first virus wave in Q1 2020 and when they wanted to increase their orders in Q3 and Q4 their former capacities

Car industry canceled a lot of orders during the first virus wave in Q1 2020 and when they wanted to increase their orders in Q3 and Q4 their former capacities were already sold. The german carmakers already tried to gain more capacity by government lobbying, Taiwan answered chip capacity for covid vaccines - so doubtful if that helps (https://www.taiwannews.com.tw/en/news/4114962 https://www.taiwannews.com.tw/en/news/4114962). Volkswagen and BMW already wind down some production capacity and use their chip stock primarily for the margin-high models.