Don Ake discusses the semiconductor shortage and whether we can expect production to ramp up any time soon.
This Q&A response from Don Ake came from our July CV Update webinar. View the video and the key takeaways below.
- There is a lot of conflicting data about when semiconductors will begin to reach auto manufacturers more consistently. Some sources say it will be as late as 2023, while CNBC says as early as August.
- While CNBC's data must be good if they're telling people to invest in auto manufacturers, there are too many variables to confidently choose any report as the most likely outcome.