Chinese carmakers hit by PCB and MLCC shortages; global auto parts shortfall about 20%–30%

Auto/Mobilitydesk view

AI data centers squeeze PCBs and MLCCs, hitting Chinese smart-vehicle makers (Supply chain / China)

The South China Morning Post reported on August 22 that a global shortage of printed circuit boards (PCBs) and multilayer ceramic capacitors (MLCCs), compounded…

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Supply chaindesk view

Chinese carmakers hit by PCB and MLCC shortages; global auto parts shortfall about 20%–30%

The South China Morning Post reported on Aug 22 that Chinese smart-vehicle makers face a dual squeeze from global component shortages and rising raw-material pr…

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Supply chaindesk view

Murata orders-to-backlog ratio tops the 2018 crisis peak; AI-grade MLCC lead times stretch to 20–26 weeks

Astute Group reported on Aug 21, citing TrendForce, that Murata’s first-quarter orders-to-backlog ratio reached 1.27, above the 1.25 level that preceded the 201…

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