The Prolonged Impact of Global Chip Shortages (2022-2023 Retrospective)

The Prolonged Impact of Global Chip Shortages (2022-2023 Retrospective)

Published: March 2022 - September 2023

Key Insights: Despite slowing consumer electronics demand in 2023, automotive-grade chip shortages forced production cuts at Toyota and Tesla. IC Insights data shows MCU lead times peaked at 35 weeks in 2022 before dropping to 18 weeks by Q3 2023, though premium IGBT modules remained constrained. Case Study: Chinese EV makers stockpiled Infineon chips to mitigate supply chain risks, accelerating domestic substitution initiatives.

Previous：No data

Last：RISC-V Architecture Disruption