Source: The Next Web
Chinese carmakers are facing acute shortages of multilayer ceramic capacitors and printed circuit boards—components that have tripled in price—because AI infrastructure buildout is outbidding the auto industry for limited supply. This supply chain collision reveals how concentrated capital deployment in one sector directly diverts materials from others competing for the same stock. Data center operators have deeper pockets and longer lead times than automotive OEMs accustomed to just-in-time logistics. The 20-30% global deficit isn't temporary scarcity; suppliers have reallocated to higher-margin buyers, threatening near-term vehicle production across brands that lack strategic component reserves.