Amidst reports of semiconductor inventories building in the supply chain, the automotive industry remains hampered by the chip shortage. Carmakers’ demand for electronics continues to skyrocket, according to McKinsey & Co., but the auto industry’s reliance on 90 nanometer chips will keep supply and demand out of balance for some time. Most future automotive-wafer demand will involve nodes of 90 nm and above because many vehicle controllers and electric powertrains, including electric drive inverters and actuators, rely on these mature chips, McKinsey reported. Such nodes will account for about 67 percent of automotive demand in 2030.
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