Supply Chain Disruptions Update

Friday, December 31, 2021

• The Chip Shortage May Change The Way Ford Does Business Forever

Thursday, December 30, 2021

• Chip Shortage May Worsen After Severe COVID-19 Outbreak In This Chinese City

Tuesday, December 28, 2021

• The chip shortage is still complicated going into 2022

Monday, December 27, 2021

• China’s EV industry may go into partial freeze in 2022 as global chip shortage leaves 1 million vehicles short of vital components

Wednesday, December 22, 2021

• Looking for a new vehicle? Don’t expect many, if any, year-end or holiday deals

Thursday, December 16, 2021

• Volkswagen to produce even fewer cars in 2022 than this year – Manager Magazin
• Chip Shortage, COVID to Slow Auto Recovery, IHS Markit Says

Wednesday, December 15, 2021

• Automakers to Battle Chip Crisis for Years, Consultancy Says
• Intel to invest $7 bln in new plant in Malaysia, creating 9,000 jobs

Friday, December 10, 2021

• China Vehicle Sales Fall for Seventh Month in Prolonged Chip Shortage

Wednesday, December 8, 2021

• BMW says long-term contract will secure millions of microchips a year
• Ford CEO Jim Farley Says Chip Shortage Will Probably Last Through 2023

Tuesday, December 7, 2021

• Stellantis partners with Foxconn to build new semiconductor chips

Thursday, December 2, 2021

• ‘This is a crisis now.’ Biden official pleads with Congress to immediately address computer chip shortage

Tuesday, November 30, 2021

• Commerce secretary: Chip shortage threatens Biden EV plans

Thursday, November 18, 2021

• GM partners with suppliers to find a chips fix in North America
• Ford partners with GlobalFoundries to hike U.S.-made chip supply

Friday, November 12, 2021

• GM cuts heated seats on many models because of chip shortage

Wednesday, November 10, 2021

• Whitmer and other state governors urge congressional action to address chip shortage

Tuesday, November 9, 2021

• Commerce Secretary Raimondo pushes domestic chip production amid semiconductor shortage

Monday, November 8, 2021

• Chipmakers share data with U.S. government to combat global chip shortage

Friday, November 5, 2021

• Honda lowers profit outlook for a second time amid chip shortage
• Magna Q3 profit down as auto output falls due to chip shortage
• Some new BMWs won’t have touchscreens thanks to chip shortage
• Subaru profit falls by almost half on chip shortage

Monday, November 1, 2021

• Detroit 3 learning how to live with chip shortage

Friday, October 29, 2021

• Apple chip shortage will end, but U.S.-China supply chain ‘train wreck’ is coming
• Auto industry experts: chip shortage likely to last through 2023

Thursday, October 28, 2021

• The global chip shortage is continuing to wreak havoc for the car giants

Wednesday, October 27, 2021

• Profit Falls at GM and Ford as Chip Shortage Takes Toll

Monday, October 25, 2021

• Can automakers that lost U.S. share in chip crisis win it back?

Friday, October 22, 2021

• On Nov. 1, no GM plants will be closed due to chip shortage
• Mercedes migrates to more expensive chips to plug shortage

Wednesday, October 20, 2021

• Magna cuts sales outlook on chip crunch, supply chain woes
• EXCLUSIVE Renault eyes bigger production cut as chip shortage rumbles on -sources
• Micron to Expand Chip Production With $150 Billion in Capital Spending Over Coming Decade

Tuesday, October 19, 2021

• Audi extends production stops due to semiconductor shortage

Friday, October 15, 2021

• Stellantis to cut 1,800-person second shift at Windsor Chrysler minivan plant
• Toyota will cut production in November 15 percent amid pandemic chip shortages.

Thursday, October 14, 2021

• Ford to suspend production on Friday at Mexico plant on materials shortage

Wednesday, October 13, 2021

• GM extends downtime at Bolt EV, Equinox plants

Friday, October 8, 2021

• Sony and TSMC may team up to tackle global chip shortages

Monday, October 4, 2021

• Semiconductor chip shortage could extend through 2022, Marvell CEO says

Friday, October 1, 2021

• Car sales plunge as chip shortages choke off supply

Thursday, September 30, 2021

• GM, Ford extend some production cuts due to chip shortage

Friday, September 24, 2021

• Feds Taking a Harder Stance on Chip Shortage, May Suspect Hoarding

Thursday, September 23, 2021

• U.S. Commerce chief: ‘Aggressive’ action on chip shortage needed
• Chip shortage expected to cost auto industry $210 billion in revenue in 2021
• Intel, Apple, carmakers to attend White House meeting on chip shortage
• Semiconductor firms can’t find enough workers, worsening chip shortage

Wednesday, September 22, 2021

• GM president expects chip supplies to stabilize but will be lower than needed

Monday, September 20, 2021

• Analyst firm states global chip shortage may turn into oversupply by 2023

Friday, September 17, 2021

• Microchip shortage to idle Jeep Grand Cherokee plant in Detroit
• IHS Markit lowers global vehicle output forecasts amid supply chain crisis

Thursday, September 16, 2021

• Stellantis adds more downtime at Ontario, Belvidere, Detroit plants
• VW’s Skoda to halt Czech plants for a week due to chip shortage

Wednesday, September 15, 2021

• Toyota ditches signature ‘just-in-time’ to fight chip crunch

Tuesday, September 14, 2021

• How the Global Chip Shortage Is Affecting the EV Industry
• Chip shortage drags on as plant closures hit carmakers

Monday, September 13, 2021

• Executives warn customers to brace for continued shortages and price hikes in 2022: ‘I half-jokingly tell people, “Order your Christmas presents now”‘
• Toyota makes further cuts to output because of Covid and chip shortage

Friday, September 10, 2021

• Toyota cuts output again on shortage of chips, parts
• China Fines Auto Chip Sales Companies for Driving up Prices

Thursday, September 9, 2021

• Why Biden can’t fix the semiconductor shortage
• Stellantis halts Cherokee, Pacifica production for 2 more weeks

Wednesday, September 8, 2021

• GM facing production cut in North America due to chip shortage

Tuesday, September 7, 2021

• GM reshuffles production plans as chip shortage persists

Monday, September 6, 2021

• Major automakers fear the global chip shortage could persist for some time
• Chip shortage likely to keep car prices sky-high through 2023

Monday, August 30, 2021

• Ford F-150 Is the Latest Victim of the Global Chip Shortage
• Chip shortage highlights U.S. dependence on fragile supply chain

Friday, August 27, 2021

• Chip shortage hits Ram 1500 truck production in Sterling Heights again
• Daimler cuts production in Europe as chip shortage bites, report says
• Stellantis will halt output at Europe’s biggest van plant on chip shortage

Thursday, August 26, 2021

• UK car production plummets to lowest level since 1956 amid chip shortage, worker absences

Tuesday, August 24, 2021

• Taiwan seeks again to reassure U.S. over tackling chip shortage
• This Southeast Asian country’s COVID surge may worsen the car chip shortage

Monday, August 23, 2021

• Volvo Cars to idle Gothenburg plant again over chip shortage
• Chip shortage begets chip shortage
• Toyota, Ford, VW Cut Production On Chip Shortages. These Stocks Stand To Benefit

Friday, August 20, 2021

• Here are the latest auto output cuts caused by the chip shortage
• Computer chip shortage continues to plague the Big Three, auto industry

Thursday, August 19, 2021

• Chip shortage: Toyota to cut global production by 40%
• Car buyers pay as chip shortage outlook dims

Wednesday, August 18, 2021

• Ford will halt production at U.S. truck plant for week over chip shortage
• Base Volkswagen ID.3 Pure Pulled Due To Global Chip Shortage

Monday, August 16, 2021

• The Chip Shortage Could Last Years. It Isn’t All Bad for Auto Stocks.
• Auto parts producers warn of more supply issues to come in semiconductor shortage
• Global Chip Shortage May Last Until 2023, Infineon CEO Says

Thursday, August 12, 2021

• GM extends crossover downtime as pickup production resumes Monday

Tuesday, August 10, 2021

• Chip shortage hits Nissan plant in Tennessee
• Ford chip shortage means your Mustang Mach-E delivery may be at least six weeks late

Monday, August 9, 2021

• GM has 10,000 full-sized SUVs parked in Texas awaiting chips

Friday, August 6, 2021

• Used car prices to stay high until automakers can fix production issues: Carvana CEO

Thursday, August 5, 2021

• Continental cuts 2021 vehicle production outlook on chips crunch

Wednesday, August 4, 2021

• Toyota, Honda beat profit estimates but warn of extended chip crunch

Tuesday, August 3, 2021

• GM to shut truck assembly plants again, cites global chip shortage
• When the chips are down: global shortage to keep crimping carmakers

Friday, July 30, 2021

• Chip shortage hits Jeep Gladiator output

Wednesday, July 28, 2021

• Nissan ‘cannot be optimistic’ about the ongoing global chip shortage, CEO says
• Apple and Tesla Are the Chip Shortage’s Latest Victims
• The Great American Car Shortage won’t be over for months

Thursday, July 22, 2021

• GM is shutting down most of its pickup production for a week

Wednesday, July 21, 2021

• Stellantis CEO expects chip shortage to drag into next year

Wednesday, July 14, 2021

• Elon Musk says Tesla Powerwall production lagging due to chip shortage
• Chip Shortage Has Spawned a Surplus of Fraudsters and Fake Parts

Tuesday, July 13, 2021

• GM drops wireless charging from some SUVs due to chip shortage

Friday, July 9, 2021

• Chip shortage pushes China auto sales down 12.4% in June
• Semiconductor shortage hits Ram truck, Jeep Grand Cherokee production
• Chip Shortage Weighs on U.K.’s Recovery as Car Output Plunges
• Volkswagen Sees Global Chip Shortage Worsening in Second Half

Wednesday, July 7, 2021

• Renault CEO warns semiconductor crunch will ripple through 2022
• Jaguar Land Rover Halves Sales Forecast on Chip Shortage Woes

Friday, July 2, 2021

• Ford sales fall 27% in June amid lingering chip shortage, tightening inventories
• BMW warns chip supply shortage ‘critical’

Thursday, July 1, 2021

• Car sales rise, even as chip shortage limits supply

Wednesday, June 30, 2021

• Chip shortage causes Ford to slash vehicle production at several plants in July
• GM’s Fairfax, Kansas, plant closed through mid-August due to chip shortage

Monday, June 28, 2021

• VW’s Mexico unit says it will resume production hit by chip shortage

Friday, June 25, 2021

• UK car output hit as semiconductor shortage continues to plague auto sector

Thursday, June 24, 2021

• BMW Makes A Bold Move To Combat Chip Shortage

Wednesday, June 23, 2021

• Mazda to temporarily halt production at Japanese plant in July due to chip shortage
• A 2-year-old Toyota sold for $1,000 more than its original sticker price, revealing how short supply is turning the car market on its head
• Stellantis to resume minivan production, extend Jeep crossover downtime
• The chip shortage will likely get worse before it gets better

Tuesday, June 22, 2021

• Nissan plans to adjust production in July due to chip shortage, report says
• Wait Times for Chips Hit Record 18 Weeks as Shortage Deepens
• Semiconductor shortage and the U.S. auto industry

Friday, June 18, 2021

• Subaru to temporarily shut its plants in July due to chip shortage
• Senators propose new tax credit for chip manufacturing

Thursday, June 17, 2021

• America’s semiconductor chip shortage continues to undermine availability of new cars, trucks, SUVs

Tuesday, June 15, 2021

• Nissan to idle more U.S. output amid chip woes
• Everything you need to know about the chip shortage that’s plaguing automakers

Monday, June 14, 2021

• New COVID-19 outbreaks in Asia could exacerbate the global chip shortage
• Hyundai Plant In Alabama Pauses Manufacturing Due To Car Chip Shortage
• GM Removes Stop-Start from Pickups, Big SUVs Due to Chip Shortage

Friday, June 11, 2021

• Mexican auto parts lobby sees chip supply crunch over by December
• America Has A Plan To End Computer Chip Shortage

Thursday, June 10, 2021

• Volkswagen expects chips shortage to ease in Q3

Wednesday, June 9, 2021

• Stellantis halts minivan output through June due to chip shortage
• GM trucks losing another fuel economy feature due to chip shortage

Tuesday, June 8, 2021

• Senate passes China competitiveness bill with $52 billion for chips

Monday, June 7, 2021

• Buyers and dealers stuck in microchip waiting game
• Bosch opens German chip plant, its biggest-ever investment
• Chip shortage to last until at least mid-2022, warns manufacturer
• Chip shortage will pose a ‘daily challenge’ for next year, Biden Commerce chief Raimondo says
• Chip shortage could worsen after COVID-19 outbreak shuts down company in Taiwan

Thursday, June 3, 2021

• GM raises financial outlook as chip supply improves

Wednesday, June 2, 2021:

• Top chipmaker TSMC says construction of $12B Arizona plant is ‘well underway’

Tuesday, June 1, 2021:

• Jeep plant production picks up, though some sites face more downtime
• Auto Industry Production Wilts Under Pressure From Chip Shortages, But There Are Plusses
• Automotive chip-maker says it’s nearly recovered from blaze
• The U.S. Car Models Most Impacted By The Microchip Shortage [Infographic]
• GM signals an improved outlook for chip supply
• Chip giants are making more money than ever as the semiconductor shortage rages

Friday, May 28, 2021:

• Nissan plans work stoppages in Mexico in June due to chip shortage
• Italy’s Stellantis to suspend Mexican plant in June on chip shortage
• Chip crisis forces rethink of just-in-time ordering
• No Quick Relief From Microchip Shortage for Automakers

Thursday, May 27, 2021

• GM to Restart Several Factories Idled by Computer-Chip Shortage
• Commerce Sec. on Recovery, Infrastructure, Chip Shortage

Wednesday, May 26, 2021

• How is the chip shortage affecting the used car industry?
• Auto Recovery From Chip Shortage May Be Long
• Chip Shortage Hits Automakers Hard, Especially Detroit
• Audi Is the Latest Big Name to Struggle With the Lack of Chips
• Tesla set to pay for chips in advance in bid to overcome shortage

Tuesday, May 25, 2021

• Report Shows U.S. Automakers Bearing Brunt of Chip Shortage in North America
• U.S. chip funding could spur 7-10 new plants, officials say
• Chip shortage pushes electric vehicle maker Lucid Motors to seek alternatives
• EV startups face an unprecedented challenge: chip shortage
• Thousands of brand-new GM vehicles waiting for critical microchips
• Democrats, GOP team up on bill targeting China as U.S. suffers microchip shortage

Monday, May 24, 2021:

• Microchip crisis takes big toll on Detroit 3
• Rebuilding The Supply Chain for Chips & EVs – Autoline This Week 2512
• Kia to again suspend US plant over chip shortage
• Nissan, Suzuki and Mitsubishi to halt car production due to chip shortage
• Lordstown Motors slashes production forecast for its electric pickup

Friday, May 21, 2021:

• Huawei to expand smart car partnership with Changan to chips, report says
• Nissan, Suzuki Motor to curtail production in June due to chip shortage – sources
• Ford will temporarily shut 8 factories and cut production of its F-150 pickups and Mustang due to the global chip shortage, a report says
• Volkswagen’s Mexico unit sees new output tweaks in June on chip shortage
• TSMC says 2021 output of key auto chip component up 60% versus last year
• Industries pressure Washington to act as chip crisis worsens
• U.S., S. Korea partner to ease chip crunch

Thursday, May 20, 2021:

• Car Makers to Get No Special Treatment in Chip Shortage, Commerce Secretary Says

Wednesday, May 19, 2021:

• Edmunds: Less choice, higher car prices in chip shortage
• Ford to halt production of F-150, Bronco Sport and other vehicles due to chip shortage
• Senate Democrat proposes $52 billion for U.S. chip production, R&D
• Carmakers Don’t Deserve Special Chip Treatment

Tuesday, May 18, 2021:

• VW to halt Atlas, Passat output in Chattanooga amid chip shortage
• Toyota to halt production at two plants due to chip shortage
• Global computer chip shortage negatively impacts local car dealerships
• The Chip Shortage Could Be on Its Way Out. Here’s Where Things Stand for the Auto Industry.

Monday, May 17, 2021:

• Bosch CEO: chip supply could remain tight until 2022
• Semiconductor Shortage to Cost Automakers $110B in 2021
• Stellantis cuts shift at Illinois Jeep plant amid chip woes
• Ford to further reduce F-150 production, idle Ky. plant amid chip shortage
• The latest numbers on the microchip shortage: Renault, Europe feel tighter supply
• Authorities are taking steps to alleviate the crisis, including injecting capital to help companies and boost production

Friday, May 14, 2021:

• EXCLUSIVE U.S. senators close to announcing $52 bln chips funding deal -sources
• How a chip shortage is battering the automotive industry
• Honda returns to profit but sees chip shortage crimping 2021 earnings
• Chip shortage nightmare could last for years, warns IBM

Thursday, May 13, 2021:

• Korea Unveils $450 Billion Push for Global Chipmaking Crown

Wednesday, May 12, 2021:

• As chip shortage goes on, cars are scarce and prices are up
• Toyota unfazed by chip shortage, forecasts rebound in profit

Tuesday, May 11, 2021:

• Stellantis extends downtime at Chrysler minivan plant
• Ford Dearborn Truck Plant Will Shut Down For Two Weeks (Updated)
• Where are all the pickup trucks? Buyers & dealers see major shortage

Monday, May 10, 2021:

• Semiconductor Chip Shortage Also Affecting U.S. Auto Parts Suppliers
• Looking to Buy a Used Car? Expect High Prices, Few Options
• UPDATE 1-U.S. Commerce chief planning meeting on chip shortage -sources
• Taiwan says will work with EU, other democracies on chips
• Chevy Equinox And Malibu Hit Hardest By Microchip Shortage At GM
• Chip Shortage Robbed 72K Vehicles From Ford Production Lines Last Week
• CAMARO PRODUCTION SHUT DOWN YET AGAIN

Friday, May 7, 2021:

• Nikola warns of supply constraints of batteries, chips and touch screens
• U.S. auto part makers brace for a bumpy ride as chip shortage to intensify