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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">Production Impact</th><th style="min-width:140px;white-space:nowrap">Supplier Company</th><th style="min-width:140px;white-space:nowrap">Affected Company</th><th style="min-width:140px;white-space:nowrap">Location</th><th style="min-width:140px;white-space:nowrap">Event Date</th><th style="min-width:140px;white-space:nowrap">Shortage Cause</th><th style="min-width:140px;white-space:nowrap">Component Type</th><th style="min-width:140px;white-space:nowrap">Estimated Duration</th><th style="min-width:120px;white-space:nowrap">Source</th></tr></thead><tbody><tr><td>1</td><td style="min-width:240px">International Restrictions Cause Component Shortages for Israeli Military Production</td><td style="min-width:140px">Aircraft taken out of service, vehicles stopped, delayed shipments, and refusal of component supply</td><td style="min-width:140px">a South Korean company</td><td style="min-width:140px">Israel</td><td style="min-width:140px">Israel</td><td style="min-width:140px">2026-07-26</td><td style="min-width:140px">International restrictions and export bans on weapon components</td><td style="min-width:140px">antennas, electronic cards, raw materials, electronic and optical components, special battery, engines, avionics, cryptographic software</td><td style="min-width:140px">two years</td><td style="white-space:nowrap"><a href="https://www.aljazeera.net/politics/2026/7/27/%D9%82%D8%B7%D8%B9%D8%A9-%D8%AA%D9%88%D9%82%D9%81-%D8%B7%D8%A7%D8%A6%D8%B1%D8%A9-%D8%AD%D8%B5%D8%A7%D8%B1-%D8%A7%D9%84%D8%B3%D9%84%D8%A7%D8%AD-%D9%8A%D8%B7%D8%A7%D8%B1%D8%AF" target="_blank" rel="nofollow">https://www.aljazeera.net/politics/2026/7/27/%D9%82%D8%B7%D8%B9%D8%A9-%D8%AA%D9%88%D9%82%D9%81-%D8%B7%D8%A7%D8%A6%D8%B1%D8%A9-%D8%AD%D8%B5%D8%A7%D8%B1-%D8%A7%D9%84%D8%B3%D9%84%D8%A7%D8%AD-%D9%8A%D8%B7%D8%A7%D8%B1%D8%AF</a></td></tr><tr><td>2</td><td style="min-width:240px">China's Export Controls Impact Japan's Semiconductor and High-Tech Production</td><td style="min-width:140px">production lines shut down on a large scale; permanent stoppage of tungsten hexafluoride production</td><td style="min-width:140px">China</td><td style="min-width:140px">Mitsubishi Materials</td><td style="min-width:140px">Japan</td><td style="min-width:140px">2026-07-01</td><td style="min-width:140px">China's export controls on key heavy rare earths and dual-use items</td><td style="min-width:140px">rare earths, high-purity tungsten powder, tungsten hexafluoride, gallium, germanium</td><td style="min-width:140px">permanent for tungsten hexafluoride production</td><td style="white-space:nowrap"><a href="https://www.163.com/dy/article/L1ULCS3F0556BP7C.html" target="_blank" rel="nofollow">https://www.163.com/dy/article/L1ULCS3F0556BP7C.html</a></td></tr><tr><td>3</td><td style="min-width:240px">TEMC CNS Resumes Semiconductor Precursor Supply to SK Hynix After Fire</td><td style="min-width:140px">production halted for about 10 months</td><td style="min-width:140px">TEMC CNS</td><td style="min-width:140px">TEMC CNS</td><td style="min-width:140px">Anseong-si, Gyeonggi Province</td><td style="min-width:140px">2025-09-01</td><td style="min-width:140px">factory fire</td><td style="min-width:140px">TiCl₄, HCDS</td><td style="min-width:140px">10 months</td><td style="white-space:nowrap"><a href="https://www.163.com/dy/article/L2K1MF9S0550WHYR.html" target="_blank" rel="nofollow">https://www.163.com/dy/article/L2K1MF9S0550WHYR.html</a></td></tr><tr><td>4</td><td style="min-width:240px">PAC-3 Missile Production Bottlenecks and Licensing Challenges</td><td style="min-width:140px">long production cycle (about two years per missile), bottlenecks in component production, limited annual production (approx. 650 missiles/year)</td><td style="min-width:140px">Boeing; Aerojet Rocketdyne</td><td style="min-width:140px">Lockheed Martin</td><td style="min-width:140px">Camden, Arkansas; Huntsville, Alabama</td><td style="min-width:140px">2026-07-08</td><td style="min-width:140px">technological complexity, long production cycles, limited manufacturing capacity, shortage of solid fuel</td><td style="min-width:140px">radar homing heads, solid fuel</td><td style="min-width:140px">7 years (to triple production), 3 years (to replenish stockpiles)</td><td style="white-space:nowrap"><a href="https://www.unian.net/weapons/rakety-patriot-perehvatchiki-tehnologicheski-sovershennye-i-v-etom-zaklyuchaetsya-slozhnost-ih-proizvodstva-13436001.html" target="_blank" rel="nofollow">https://www.unian.net/weapons/rakety-patriot-perehvatchiki-tehnologicheski-sovershennye-i-v-etom-zaklyuchaetsya-slozhnost-ih-proizvodstva-13436001.html</a></td></tr><tr><td>5</td><td style="min-width:240px">China's Dominance in Critical Materials and Impact on Western Manufacturing</td><td style="min-width:140px">manufacturers of missiles, radar systems, and electronics risk supply shortages and face structural limitations to scale up military output.</td><td style="min-width:140px">China</td><td style="min-width:140px">Western military production</td><td style="min-width:140px">Western countries, Europe</td><td style="min-width:140px">2026-07-16</td><td style="min-width:140px">China's comprehensive licensing system for exports, Western deindustrialization</td><td style="min-width:140px">rare earth elements, semiconductors, key components</td><td style="min-width:140px">unlikely before the mid-to-late 2030s</td><td style="white-space:nowrap"><a href="https://italia-informa.com/inchiesta-4-capitalismo-comunista-fabbrica-potere.aspx" target="_blank" rel="nofollow">https://italia-informa.com/inchiesta-4-capitalismo-comunista-fabbrica-potere.aspx</a></td></tr><tr><td>6</td><td style="min-width:240px">Global Chip Shortage and Price Hikes Impact Smartphone Production</td><td style="min-width:140px">Producing smartphones under $100 is impossible; total smartphone production expected to decrease by 12%, with low-cost segment declining by 22%. Manufacturers are cutting entry-level Snapdragon chips.</td><td style="min-width:140px">Qualcomm, the world's leading mobile processor manufacturer, officially sends a notice to partners about an upward price adjustment of all Snapdragon</td><td style="min-width:140px">total smartphone production for the entire year sector expected to decrease by 12%</td><td style="min-width:140px">global</td><td style="min-width:140px">2026-07-28</td><td style="min-width:140px">Global memory chip manufacturers prioritizing data center systems and AI projects, leading to shrunk supply of standard memory chips for consumer electronics. Global AI infrastructure investment craze causing strain on semiconductor supply and escalating production costs.</td><td style="min-width:140px">memory chips, Snapdragon chips, DRAM, NAND, storage devices, RAM, SSD</td><td style="min-width:140px">1-2 years</td><td style="white-space:nowrap"><a href="https://hangthat.thuonghieucongluan.com.vn/thieu-hut-chip-nho-toan-cau-day-smartphone-gia-re-vao-nguy-co-bien-mat-a292123.html" target="_blank" rel="nofollow">https://hangthat.thuonghieucongluan.com.vn/thieu-hut-chip-nho-toan-cau-day-smartphone-gia-re-vao-nguy-co-bien-mat-a292123.html</a></td></tr><tr><td>7</td><td style="min-width:240px">Indian Solar Manufacturers Face Production Halts Due to Component Shortage</td><td style="min-width:140px">Production halted for nearly a third of manufacturers, others cut capacity by about a third</td><td style="min-width:140px">imports from China</td><td style="min-width:140px">One-third of Indian solar cell businesses stopped production</td><td style="min-width:140px">India</td><td style="min-width:140px">2026-06-01</td><td style="min-width:140px">Indian government's push for domestic manufacturing and China's export restrictions on solar cell technology and equipment</td><td style="min-width:140px">solar cells</td><td style="min-width:140px">6-8 months</td><td style="white-space:nowrap"><a href="https://vnexpress.net/loat-nha-may-pin-mat-troi-an-do-dong-cua-vi-thieu-linh-kien-trung-quoc-5101508.html" target="_blank" rel="nofollow">https://vnexpress.net/loat-nha-may-pin-mat-troi-an-do-dong-cua-vi-thieu-linh-kien-trung-quoc-5101508.html</a></td></tr><tr><td>8</td><td style="min-width:240px">Tungsten Shortage and Supply Chain Risks Impacting Manufacturing</td><td style="min-width:140px">Raw material prices soar and supply disruptions, leading to increased production costs for domestic manufacturing industries, including semiconductor equipment.</td><td style="min-width:140px">China</td><td style="min-width:140px">domestic manufacturing industries</td><td style="min-width:140px">South Korea</td><td style="min-width:140px">2026-07-13</td><td style="min-width:140px">China's tungsten export controls, tightened market control, increased demand from AI boom, and tense geopolitical situation.</td><td style="min-width:140px">Tungsten</td><td style="min-width:140px">prolonged export controls</td><td style="white-space:nowrap"><a href="https://news.tvb.com/tc/1181135-%E7%B4%90%E6%99%82%E4%B8%AD%E7%BE%8E%E7%88%AD%E5%A5%AA%E7%A8%80%E6%9C%89%E9%87%91%E5%B1%AC%E9%8E%A2%E8%B3%87%E6%BA%90%E9%9F%93%E5%9C%8B%E7%A4%A6%E5%A0%B4%E6%88%90%E9%97%9C%E9%8D%B5%E5%9C%8B%E9%9A%9B%E5%88%86%E6%9E%90" target="_blank" rel="nofollow">https://news.tvb.com/tc/1181135-%E7%B4%90%E6%99%82%E4%B8%AD%E7%BE%8E%E7%88%AD%E5%A5%AA%E7%A8%80%E6%9C%89%E9%87%91%E5%B1%AC%E9%8E%A2%E8%B3%87%E6%BA%90%E9%9F%93%E5%9C%8B%E7%A4%A6%E5%A0%B4%E6%88%90%E9%97%9C%E9%8D%B5%E5%9C%8B%E9%9A%9B%E5%88%86%E6%9E%90</a></td></tr><tr><td>9</td><td style="min-width:240px">Kumamoto Earthquake Disrupts Japan's Semiconductor Production</td><td style="min-width:140px">Temporary suspension of production and equipment re-adjustment</td><td style="min-width:140px">TSMC</td><td style="min-width:140px">TSMC JASM (Japan Advanced Semiconductor Manufacturing Company)</td><td style="min-width:140px">Kumamoto Prefecture, Japan</td><td style="min-width:140px">2026-07-28</td><td style="min-width:140px">magnitude 7.1 earthquake</td><td style="min-width:140px">Semiconductors</td><td style="min-width:140px">several more months to resume normal production</td><td style="white-space:nowrap"><a href="http://finance.sina.com.cn/jjxw/2026-07-30/doc-inikphns9799900.shtml" target="_blank" rel="nofollow">http://finance.sina.com.cn/jjxw/2026-07-30/doc-inikphns9799900.shtml</a></td></tr><tr><td>10</td><td style="min-width:240px">US Auto Industry Faces Production Impact from Chinese Component Ban</td><td style="min-width:140px">production plans revised due to rising costs and logistical difficulties</td><td style="min-width:140px">Eagle Wireless from Ohio</td><td style="min-width:140px">US car manufacturers must remove Chinese electronics</td><td style="min-width:140px">United States</td><td style="min-width:140px">2026-07-22</td><td style="min-width:140px">new government regulations banning Chinese components for national security and data privacy</td><td style="min-width:140px">communication modules</td><td style="min-width:140px">until 2030 for hardware ban, 2027 for software ban</td><td style="white-space:nowrap"><a href="https://menworld.pl/chinska-elektronika-w-samochodach-usa-zakaz" target="_blank" rel="nofollow">https://menworld.pl/chinska-elektronika-w-samochodach-usa-zakaz</a></td></tr><tr class="row-locked"><td>11</td><td style="min-width:240px">Global Memory Chip Shortage Impacts PC Production and Sales</td><td style="min-width:140px">PC shipments fell 4.9% year-on-year</td><td style="min-width:140px"></td><td style="min-width:140px">PC manufacturers</td><td style="min-width:140px">Global</td><td style="min-width:140px">2026-07-10</td><td style="min-width:140px">rapid expansion of AI infrastructure; boom in AI data centers</td><td style="min-width:140px">memory chips</td><td style="min-width:140px">until early 2028</td><td style="white-space:nowrap"><a href="https://hk.news.yahoo.com/pc%E5%B8%82%E5%A0%B4%E6%81%90%E8%BF%8E%E9%80%86%E9%A2%A8-%E8%A8%98%E6%86%B6%E9%AB%94%E5%8D%B1%E6%A9%9F%E8%A1%9D%E6%93%8A%E6%93%B4%E5%A4%A7-140004504.html" target="_blank" rel="nofollow">https://hk.news.yahoo.com/pc%E5%B8%82%E5%A0%B4%E6%81%90%E8%BF%8E%E9%80%86%E9%A2%A8-%E8%A8%98%E6%86%B6%E9%AB%94%E5%8D%B1%E6%A9%9F%E8%A1%9D%E6%93%8A%E6%93%B4%E5%A4%A7-140004504.html</a></td></tr><tr class="row-locked"><td>12</td><td style="min-width:240px">FormFactor Production Bottlenecks</td><td style="min-width:140px">limited ability to meet surging demand and generate additional revenue due to production constraints</td><td style="min-width:140px"></td><td style="min-width:140px">FormFactor</td><td style="min-width:140px">Farmer's Branch</td><td style="min-width:140px">2026-07-14</td><td style="min-width:140px">production bottlenecks and capacity limits</td><td style="min-width:140px">advanced probe cards</td><td style="min-width:140px">until 2027</td><td style="white-space:nowrap"><a href="https://www.tipranks.com/news/catalyst/why-formfactor-stock-is-suddenly-losing-steam" target="_blank" rel="nofollow">https://www.tipranks.com/news/catalyst/why-formfactor-stock-is-suddenly-losing-steam</a></td></tr></tbody></table></div>