Chip disruptions come in a variety of forms. A bit over a month ago, there were concerns in Texas, and now due to a fire at a Japanese facility. In this case, the chips involved go into cars, but it’s unclear what chips, what car manufacturers, and more. They expect to be back up at full capacity in a month, but that may send ripples through an industry that is already trying to adjust to shifting spending priorities in a Covid world.
Carmakers, already in a pinch, will bear the brunt of the impact.