Semiconductor Shortages Tracker
62
September 2026
Supply Chain & Logistics
Confirmed semiconductor shortages, chip supply disruptions, and electronic component allocation issues, structured each month from semiconductor industry publications, earnings call transcripts, supply chain news, and component distributor alerts. Each record covers the affected chip type or component, the manufacturer or foundry involved, the industries experiencing supply constraints, and estimated lead time extension. Export control-driven restrictions that create effective supply constraints are tracked alongside physical shortages.
Semiconductor chip shortage supply constraint reported industry
Procurement and supply chain managers in automotive, industrial, and consumer electronics companies use it to anticipate component constraints and adjust safety stock strategies. Semiconductor investors and equity analysts monitor demand signals and allocation pressure across foundries and fabless companies through it. Electronics manufacturing services firms use it to proactively advise customers on component substitutions. Government trade and industrial policy teams track dependencies on concentrated supply sources.
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<div style="overflow-x:auto;width:100%"><table class="catchall-table"><thead><tr><th style="min-width:40px">#</th><th style="min-width:240px">Event</th><th style="min-width:140px;white-space:nowrap">Affected Industry</th><th style="min-width:140px;white-space:nowrap">Source Url</th><th style="min-width:140px;white-space:nowrap">Supply Constraint Cause</th><th style="min-width:140px;white-space:nowrap">Shortage Type</th><th style="min-width:140px;white-space:nowrap">Event Date</th><th style="min-width:140px;white-space:nowrap">Affected Company</th><th style="min-width:140px;white-space:nowrap">Impact Description</th><th style="min-width:140px;white-space:nowrap">Location</th><th style="min-width:120px;white-space:nowrap">Source</th></tr></thead><tbody><tr><td>1</td><td style="min-width:240px">Visionpower Semiconductor Manufacturing Considers Second Chip Factory in Singapore</td><td style="min-width:140px">semiconductor manufacturing</td><td style="min-width:140px">https://swedenherald.com</td><td style="min-width:140px">AI boom demand surge</td><td style="min-width:140px">semiconductors</td><td style="min-width:140px">2026-09-28</td><td style="min-width:140px">Chip manufacturer Visionpower Semiconductor Manufacturing is considering a venture into a second semiconductor factory in Singapore</td><td style="min-width:140px">Consideration of a second semiconductor factory build in Singapore to address persistent supply shortage</td><td style="min-width:140px">Singapore</td><td style="white-space:nowrap"><a href="https://www.svd.se/a/0p5rog/chiptillverkaren-utbudsbristen-kommer-att-besta" target="_blank" rel="nofollow">https://www.svd.se/a/0p5rog/chiptillverkaren-utbudsbristen-kommer-att-besta</a></td></tr><tr><td>2</td><td style="min-width:240px">Intel CEO Warns of Worsening Global Memory Shortages</td><td style="min-width:140px">computer/tech industry (phones, laptops, AI hardware)</td><td style="min-width:140px">https://shattered.io</td><td style="min-width:140px">competition between HBM and general DRAM for manufacturing resources</td><td style="min-width:140px">high-bandwidth memory (HBM) and general DRAM</td><td style="min-width:140px">2026-09-16</td><td style="min-width:140px">Intel CEO Chen Liwu warns: Memory shortage will also intensify</td><td style="min-width:140px">project delays and memory prices surging 5 to 7 times</td><td style="min-width:140px">Santa Clara, California</td><td style="white-space:nowrap"><a href="https://news.17173.com/content/09162026/180709035.shtml" target="_blank" rel="nofollow">https://news.17173.com/content/09162026/180709035.shtml</a></td></tr><tr><td>3</td><td style="min-width:240px">Arm CEO Reports Semiconductor Chip Shortage Impacting AI and Data Center Growth</td><td style="min-width:140px">artificial intelligence and data centers</td><td style="min-width:140px">https://www.bbc.com/news/articles</td><td style="min-width:140px">demand surge from AI data center building</td><td style="min-width:140px">chips</td><td style="min-width:140px">2026-09-08</td><td style="min-width:140px">Rene Haas, CEO of British chip design company Arm, said that AI may help humans overcome cancer in our lifetime.</td><td style="min-width:140px">holding back the rapid growth of AI and construction of data centers</td><td style="min-width:140px">United Kingdom</td><td style="white-space:nowrap"><a href="https://finance.eastmoney.com/a/202609083868076595.html" target="_blank" rel="nofollow">https://finance.eastmoney.com/a/202609083868076595.html</a></td></tr><tr><td>4</td><td style="min-width:240px">Samsung Electronics and SK Hynix Memory Semiconductor Shortage Driven by AI Infrastructure Surge</td><td style="min-width:140px">memory semiconductors</td><td style="min-width:140px">https://ai.zol.com.cn/1244/12449431.html</td><td style="min-width:140px">Surge in AI infrastructure investment and production capacity conversion to HBM4 squeezing traditional DRAM capacity</td><td style="min-width:140px">DRAM and NAND flash memory</td><td style="min-width:140px">2026-09-07</td><td style="min-width:140px">Samsung Electronics and SK Hynix's current storage semiconductor inventory has dropped to a supply level of less than ten days</td><td style="min-width:140px">Inventory dropped to less than 10 days with potential depletion of marketable supply</td><td style="min-width:140px">South Korea</td><td style="white-space:nowrap"><a href="https://ai.zol.com.cn/1244/12449431.html" target="_blank" rel="nofollow">https://ai.zol.com.cn/1244/12449431.html</a></td></tr><tr><td>5</td><td style="min-width:240px">TSMC Reports AI Chip Production Capacity Shortage and Supply Constraints</td><td style="min-width:140px">semiconductor</td><td style="min-width:140px">https://asiaai.fyi/Posts</td><td style="min-width:140px">surge in AI chip demand and shortages of equipment and construction labor</td><td style="min-width:140px">AI chips</td><td style="min-width:140px">2026-09-02</td><td style="min-width:140px">Hou Yongqing, senior deputy general manager and deputy co-operator of TSMC (2330), revealed at SEMICON Taiwan 2026 on the 2nd that the industry is facing a rare surge in demand</td><td style="min-width:140px">production capacity is in short supply and supply chain faces delivery pressure</td><td style="min-width:140px">Taiwan</td><td style="white-space:nowrap"><a href="https://tw.stock.yahoo.com/news/%E5%85%A8%E7%90%83%E8%BF%9120%E5%BA%A7%E5%BB%A0%E4%BB%8D%E4%B8%8D%E5%A4%A0-%E5%8F%B0%E7%A9%8D%E9%9B%BB%E9%AB%98%E5%B1%A4%E6%9B%9D-ai%E9%9C%80%E6%B1%8230%E5%B9%B4%E4%BE%86%E7%BD%95%E8%A6%8B-%E8%A8%AD%E5%82%99%E9%9C%80%E6%B1%82%E5%8D%8A%E5%B9%B4%E6%9A%B4%E5%A2%9E9%E6%88%90-055500127.html" target="_blank" rel="nofollow">https://tw.stock.yahoo.com/news/%E5%85%A8%E7%90%83%E8%BF%9120%E5%BA%A7%E5%BB%A0%E4%BB%8D%E4%B8%8D%E5%A4%A0-%E5%8F%B0%E7%A9%8D%E9%9B%BB%E9%AB%98%E5%B1%A4%E6%9B%9D-ai%E9%9C%80%E6%B1%8230%E5%B9%B4%E4%BE%86%E7%BD%95%E8%A6%8B-%E8%A8%AD%E5%82%99%E9%9C%80%E6%B1%82%E5%8D%8A%E5%B9%B4%E6%9A%B4%E5%A2%9E9%E6%88%90-055500127.html</a></td></tr><tr><td>6</td><td style="min-width:240px">Huajing Automobile Vehicle Delivery Delays Caused by Cockpit Chip Shortage</td><td style="min-width:140px">automotive</td><td style="min-width:140px">https://www.ithome.com</td><td style="min-width:140px">siphon effect of explosive growth in AI computing power on high-end wafer production capacity</td><td style="min-width:140px">Hongmeng cockpit chip</td><td style="min-width:140px">2026-09-05</td><td style="min-width:140px">On September 5, Huajing Automobile issued a statement saying: Affected by fluctuations in the global chip supply chain</td><td style="min-width:140px">extended vehicle delivery cycles</td><td style="min-width:140px">China</td><td style="white-space:nowrap"><a href="https://m.163.com/dy/article/L6313GIQ0527A37S.html" target="_blank" rel="nofollow">https://m.163.com/dy/article/L6313GIQ0527A37S.html</a></td></tr><tr><td>7</td><td style="min-width:240px">US Semiconductor Industry Faces Severe Worker Shortage Impacting Samsung and TSMC Expansion</td><td style="min-width:140px">semiconductor manufacturing</td><td style="min-width:140px">https://www.cnbc.com/2026/09/17</td><td style="min-width:140px">skilled worker shortfall and talent shortage in semiconductor manufacturing</td><td style="min-width:140px">skilled workers (no specific chip type stated; the shortage is of labor, not memory chips)</td><td style="min-width:140px">2026-09-17</td><td style="min-width:140px">Samsung semiconductor EVP Jon Taylor declared that the company is "concerned" because it's not seeing enough technical workers coming through the US pipeline.</td><td style="min-width:140px">delays in manufacturing expansion and reduced operational capacity at US facilities</td><td style="min-width:140px">United States</td><td style="white-space:nowrap"><a href="https://tech.yahoo.com/articles/just-dont-see-theres-enough-185500754.html" target="_blank" rel="nofollow">https://tech.yahoo.com/articles/just-dont-see-theres-enough-185500754.html</a></td></tr><tr><td>8</td><td style="min-width:240px">12-Inch Silicon Wafer Supply Constraints and Price Increases Driven by AI Demand</td><td style="min-width:140px">advanced process applications</td><td style="min-width:140px">https://www.trendforce.com/news/2026%2F09%2F25</td><td style="min-width:140px">AI demand</td><td style="min-width:140px">12-inch silicon wafers</td><td style="min-width:140px">2026-09-24</td><td style="min-width:140px">It is also an important raw material for wafer foundries such as TSMC.</td><td style="min-width:140px">price increases of up to 40% for polished wafers in 2027 and tight supply</td><td style="min-width:140px">Asia and Germany</td><td style="white-space:nowrap"><a href="https://www.technice.com.tw/issues/semicon/308219" target="_blank" rel="nofollow">https://www.technice.com.tw/issues/semicon/308219</a></td></tr><tr><td>9</td><td style="min-width:240px">SK hynix Investment in Indiana Facility Amid Global Memory Chip Shortage</td><td style="min-width:140px">AI/data center and semiconductor industry</td><td style="min-width:140px">https://www.cnn.com</td><td style="min-width:140px">demand surge (AI-driven demand for HBM/DRAM)</td><td style="min-width:140px">memory chips</td><td style="min-width:140px">2026-09-09</td><td style="min-width:140px">SK hynix</td><td style="min-width:140px">Memory chip prices spiking sharply (DRAM prices toward $2100 a module), stockpiles falling below 10 days, and production reallocation away from conventional DRAM</td><td style="min-width:140px">West Lafayette, Indiana</td><td style="white-space:nowrap"><a href="https://www.cnn.com/2026/09/09/us/video/sk-hynix-fab-facility-west-lafayette-indiana" target="_blank" rel="nofollow">https://www.cnn.com/2026/09/09/us/video/sk-hynix-fab-facility-west-lafayette-indiana</a></td></tr><tr><td>10</td><td style="min-width:240px">European Union Semiconductor Supply Chain Bottlenecks and Import Dependence</td><td style="min-width:140px">semiconductor industry</td><td style="min-width:140px"></td><td style="min-width:140px">supply chain bottlenecks and raw material export restrictions</td><td style="min-width:140px">advanced semiconductors</td><td style="min-width:140px">2026-09-27</td><td style="min-width:140px"></td><td style="min-width:140px">raw material price increases up to tenfold and high import dependence</td><td style="min-width:140px">European Union</td><td style="white-space:nowrap"><a href="https://www.money.pl/biznes/grozne-uzaleznienie-unii-europejskiej-eksperci-wskazuja-waskie-gardla-7333945938254080a.html" target="_blank" rel="nofollow">https://www.money.pl/biznes/grozne-uzaleznienie-unii-europejskiej-eksperci-wskazuja-waskie-gardla-7333945938254080a.html</a></td></tr><tr class="row-locked"><td>11</td><td style="min-width:240px">Samsung Faces Display Driver Chip Shortage for Galaxy Z Fold 8</td><td style="min-width:140px">smartphones</td><td style="min-width:140px">https://ground.news/article</td><td style="min-width:140px">UMC capacity limitations and higher than expected market demand</td><td style="min-width:140px">display driver chips</td><td style="min-width:140px">2026-09-06</td><td style="min-width:140px">Samsung is now struggling with a shortage of critical chips in the production of this foldable phone.</td><td style="min-width:140px">Production delays and moving 10 percent of planned September component production to October</td><td style="min-width:140px">South Korea</td><td style="white-space:nowrap"><a href="https://gadgetnews.net/1200044/galaxy-z-fold-8-ddi-shortage" target="_blank" rel="nofollow">https://gadgetnews.net/1200044/galaxy-z-fold-8-ddi-shortage</a></td></tr><tr class="row-locked"><td>12</td><td style="min-width:240px">Memory Chip Shortage Driven by AI Demand Impacting Electronics Industry</td><td style="min-width:140px">electronics industry</td><td style="min-width:140px">https://shattered.io</td><td style="min-width:140px">demand for AI data center infrastructure</td><td style="min-width:140px">memory chips</td><td style="min-width:140px">2026-09-08</td><td style="min-width:140px"></td><td style="min-width:140px">price of memory chips has increased several times</td><td style="min-width:140px">Taiwan (China)</td><td style="white-space:nowrap"><a href="https://www.vietnam.vn/fr/nganh-ban-dan-buoc-vao-cuoc-dua-mo-rong-nguon-cung" target="_blank" rel="nofollow">https://www.vietnam.vn/fr/nganh-ban-dan-buoc-vao-cuoc-dua-mo-rong-nguon-cung</a></td></tr></tbody></table></div>
<h3>Are export control restrictions included alongside physical shortages?</h3><p>Yes. Export control-driven restrictions – such as US restrictions on advanced chips to certain markets – that create effective supply constraints are tracked alongside foundry capacity and logistics-driven shortages.</p><h3>Which chip categories are covered?</h3><p>All major categories are covered. Automotive-grade chips, advanced logic (below 10nm), and power semiconductors receive particular attention given their recurring supply volatility.</p><h3>How quickly do new shortage events appear after being reported?</h3><p>CatchAll scans sources continuously. Shortage events are typically captured within days of the first credible public report, within the same monthly cycle.</p><h3>What is the refresh rate of this dataset?</h3><p>We rerun this dataset once a month. You can create your own dataset that updates as frequently as every one hour on <a href="https://platform.newscatcherapi.com/catchall">platform.newscatcherapi.com/catchall</a></p>