> Automakers effectively pulled the rug out from under their chip suppliers by asking them to severely cut production Automakers only make few percents of MCU

> Automakers effectively pulled the rug out from under their chip suppliers by asking them to severely cut production Automakers only make few percents of MCU market. Just the most profitable one. Plus, a lot of MCU makers have own fabs. It's very unlikely they took "months" of factory output. They just got their small batches to wait until the tsunami wave of mainstream part runs is done.