# Chipmakers warn AI demand is creating bottlenecks in automotive supply chain

- URL: https://talkfuse.com/story/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain/
- Published: 2026-11-10T13:42:41+00:00
- Updated: 2026-11-10T21:53:21+00:00
- Original publisher: CNA (publisher lean: Centre)
- Original article: https://www.channelnewsasia.com/business/chipmakers-warn-ai-demand-creating-bottlenecks-in-automotive-supply-chain-6539751
- Topics: AI, Technology, World

## Key points

- AI demand is diverting chip capacity from automotive suppliers.
- Nexperia says it is totally oversubscribed.
- Chipmakers cite bottlenecks in mature components and packaging.

## Summary

Nexperia says surging demand for AI data centres and robotics is drawing manufacturing capacity away from the mature semiconductors used in cars and industrial equipment. The resulting shortages are adding pressure to automotive supply chains and show how the AI investment boom can constrain other parts of the chip industry.

Interim chief executive Stefan Tilger said Nexperia is “totally oversubscribed”, while STMicroelectronics chief Jean-Marc Chery also reported bottlenecks at foundries and packaging firms. Manufacturers are favouring higher-margin AI-related products, after years of limited investment in mature technologies such as those used for diodes and transistors. Chery said ST’s own factories and investment provide some protection.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.