That's the general consensus I see too. i.e. https://www.electronicdesign.com/markets/automotive/media-gallery/21156779/electronic-design-the-global-chip-short

That's the general consensus I see too. i.e. https://www.electronicdesign.com/markets/automotive/media-gallery/21156779/electronic-design-the-global-chip-shortage-explained/slideshow https://www.electronicdesign.com/markets/automotive/media-ga... The other issue is the "car industry" doesn't order from fab. They order from a supplier of a module, who orders from a chip designer, who orders from a fab. And that's probably not accurate either as it leaves out plenty of middlemen.