Reuters via IT Home says AI data-center demand is squeezing automotive chip supply
According to Reuters, as reported by IT Home, Nexperia interim CEO Stefan Tilger said at Electronica in Munich that suppliers are shifting capacity toward fast-growing AI data centers, leaving less for mature-process chips used in automotive and industrial equipment. He said Nexperia’s orders are “fully overbooked” and that some rivals have moved capacity away from its general-purpose semiconductors, creating bottlenecks in auto supply chains. STMicroelectronics CEO Jean-Marc Chery gave a similar warning about foundries and packaging firms.