Amkor Technology: AI data centers are encroaching on mature process capacity, and the automotive chip supply chain is facing bottlenecks.

Tilger, the temporary CEO of NXP Semiconductors, stated at the Electronica show that the growing demand for AI data center production capacity has led to completely exceeded orders, impacting the automotive chip supply chain. STMicroelectronics CEO Sheri also warned that foundries and packaging companies are shifting resources to the AI field, resulting in supply bottlenecks in the automotive supply chain.