After Chip Woes, Auto Recovery May Soon Be in China's Hands
Dealing with a semiconductor shortage is only the first step in getting global car production back on track.
China’s autoworkers are more likely to stay on the job this Lunar New Year.
Photographer: Getty Images
As the global car industry ramps up pressure on Taiwan to produce more semiconductors, the world would do well to look at the next step in the supply chain, where Chinese factories have the task of assembling those auto electronics they so desperately need.
It’s a little simplistic to blame the industry’s woes on an inability by some suppliers to make enough chips that go into vehicles. As we wrote last week, poor planning and miscalculations by automakers meant they didn’t adequately prepare for their own needs. Blaming low visibility on the sudden resurgence of demand is hardly an excuse.