TLDR: The automotive industry faces a mature node semiconductor shortage (above 40nm) starting H2 2025 that could add $3,000 to vehicle prices. While China achieves 70% chip self-sufficiency, Western automakers confront supply disruption worse than 2021’s crisis. And this time, we see it coming.
The semiconductor shortage nobody’s watching targets exactly what makes your car work: mature chips above 40nm that control everything from power windows to brake systems. Forget cutting-edge AI processors—these workhorse semiconductors represent 89% of the $1,154 in chips inside every new vehicle, and they’re about to disappear.
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