Semiconductor and Component Shortages Monitor
219
May 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, estimated lead time extension, and the disruption cause (geopolitical, production, demand spike, logistics). Export control-driven restrictions that create effective supply constraints are tracked alongside physical shortages.
Semiconductor or electronic component shortage reported affecting production at manufacturer in the past month
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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<table class="catchall-table"><thead><tr><th style="min-width:40px">#</th><th style="min-width:180px">Event</th><th style="min-width:200px">Production Impact Description</th><th style="min-width:130px;white-space:nowrap">Shortage Component Type</th><th style="min-width:180px">Shortage Severity</th><th style="min-width:200px">Affected Company</th><th style="min-width:120px;white-space:nowrap">Shortage Report Date</th><th style="min-width:120px;white-space:nowrap">Source</th></tr></thead><tbody><tr><td style="min-width:40px">1</td><td style="min-width:180px">Raw Material Shortage Impacts PCB Production and Prices</td><td style="min-width:200px">Waiting times for chemical materials such as epoxy resin have increased from three weeks before to 15 weeks.</td><td style="white-space:nowrap">high purity polyphenylene ether (PPE) resin, epoxy resin, glass fibre, copper foil</td><td style="min-width:180px">PCB prices increased by up to 40 percent. Waiting times for chemical materials increased from 3 to 15 weeks.</td><td style="min-width:200px">South Korea-based PCB manufacturer Daeduck Electronics</td><td style="white-space:nowrap">2026-04-27</td><td style="white-space:nowrap"><a href="https://harici.com.tr/devre-karti-uretiminde-ham-madde-tedariki-savasa-takildi" target="_blank" rel="nofollow">https://harici.com.tr/devre-karti-uretiminde-ham-madde-tedariki-savasa-takildi</a></td></tr><tr><td style="min-width:40px">2</td><td style="min-width:180px">Semiconductor Crisis Impacts Automotive Industry in Romania</td><td style="min-width:200px">lack of cars in stock and extended delivery times of up to a year from the date of the order</td><td style="white-space:nowrap">semiconductors</td><td style="min-width:180px">hard</td><td style="min-width:200px">entire automotive industry</td><td style="white-space:nowrap">2026-04-21</td><td style="white-space:nowrap"><a href="https://www.wall-street.ro/articol/Auto/278539/pwc-autofacts-romania-va-avea-o-crestere-de-doar-0-7-a-vanzarilor-de-autoturisme-si-vehicule-comerciale-usoare-noi-in-acest-an.html" target="_blank" rel="nofollow">https://www.wall-street.ro/articol/Auto/278539/pwc-autofacts-romania-va-avea-o-crestere-de-doar-0-7-a-vanzarilor-de-autoturisme-si-vehicule-comerciale-usoare-noi-in-acest-an.html</a></td></tr><tr><td style="min-width:40px">3</td><td style="min-width:180px">Chip Shortage Affects Device Availability and Network Equipment</td><td style="min-width:200px">Reduced availability of devices due to chip supply reduction</td><td style="white-space:nowrap">chips for cell phones, tablets and computers</td><td style="min-width:180px">Reduced supply and availability, leading to price increases</td><td style="min-width:200px">Apple and Samsung devices are no longer available in the same quantities</td><td style="white-space:nowrap">2026-05-07</td><td style="white-space:nowrap"><a href="https://www.swissinfo.ch/ita/swisscom%3A-%22non-escluso-nuovo-aumento-tariffario-per-wingo%22/91382031" target="_blank" rel="nofollow">https://www.swissinfo.ch/ita/swisscom%3A-%22non-escluso-nuovo-aumento-tariffario-per-wingo%22/91382031</a></td></tr><tr><td style="min-width:40px">4</td><td style="min-width:180px">Apple Faces Chip Shortage Limiting Growth</td><td style="min-width:200px">limiting the company's growth and affecting the iPhone 17 Pro product line.</td><td style="white-space:nowrap">chips and core processors (SoC)</td><td style="min-width:180px">limiting company's growth, worse than usual supply chain flexibility, expected to last several more months.</td><td style="min-width:200px">Apple also mentioned this issue at its earnings meeting last week. The shortage of iPhone and Mac chips is limiting the company's growth.</td><td style="white-space:nowrap">2026-05-05</td><td style="white-space:nowrap"><a href="https://www.cw.com.tw/article/5140939" target="_blank" rel="nofollow">https://www.cw.com.tw/article/5140939</a></td></tr><tr><td style="min-width:40px">5</td><td style="min-width:180px">Electronic Component Shortage Causes Production Halts</td><td style="min-width:200px">Long lead times are increasingly causing halts in production.</td><td style="white-space:nowrap">electronic components, MLCCs</td><td style="min-width:180px">increasingly causing halts in production, becoming more extreme</td><td style="min-width:200px">manufacturers</td><td style="white-space:nowrap">2026-04-23</td><td style="white-space:nowrap"><a href="https://www.supplychainbrain.com/blogs/1-think-tank/post/31658-how-to-deal-with-longer-component-lead-times" target="_blank" rel="nofollow">https://www.supplychainbrain.com/blogs/1-think-tank/post/31658-how-to-deal-with-longer-component-lead-times</a></td></tr><tr class="catchall-blurred"><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td></tr><tr class="catchall-blurred"><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td></tr><tr class="catchall-blurred"><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td><td>████████████</td></tr></tbody></table>
<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>