Get your automotive data ad-free: become a premium member today!

Semiconductor Shortage 2.0

Mature Nodes Vanish as AI Steals All Capacity

Loading the Elevenlabs Text to Speech AudioNative Player...

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.

No Membership? You’re missing out

Get immediate ad-free access to all our premium content.

Daily Tracker
Oil Crisis Monitor
Updated: Oct 20, 2026 — 4:25 AM MT
Strait of Hormuz
233
Days
Day 233 — Houthi strike kills 53+ at a Shabwa camp (Yemeni officials). The strait remains closed.
Day 233: Yemeni officials say a Houthi missile strike on a Shabwa training camp killed at least 53 soldiers; Riyadh reports a missile intercepted.
Brent Crude
+49.8% since closure
$109.55
/bbl
Today: −$0.31 (−0.3%)
U.S. Gas Avg
+42.6% since closure
$4.28
/gal
Today: −$0.02
WTI Crude
+50.2% since closure
$103.66
/bbl
Today: +$2.25 (+2.2%)
Next
IMF PortWatch weekly Hormuz chokepoint update
Today
Oct 20
USMCA Tariffs
25% IEEPA + 232 duties
IN EFFECT
202
Day
2026 SAAR Forecast
16.1–16.8M
▼ 16.8M
prev. forecast
View Full Tracker →
Public agencies & commodity exchanges