Semiconductor and Component Shortages Monitor
7
August 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 or electronic component shortage reported affecting production at manufacturer
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.
72438
<table class="catchall-table"><thead><tr><th style="min-width:40px">#</th><th style="min-width:280px">Event</th><th style="min-width:160px">Affected Company</th><th style="min-width:160px">Location</th><th style="min-width:160px">Event Date</th><th style="min-width:160px">Shortage Impact</th><th style="min-width:160px">Component Type</th><th style="min-width:160px">Supplier Company</th></tr></thead><tbody><tr><td style="min-width:40px">1</td><td style="min-width:280px">Apple MacBook Air Supply Impacted by Global Memory Chip Shortage</td><td style="min-width:160px">a global shortage of memory chips is significantly impacting the supply of Apple's best-selling MacBook Air AAPL</td><td style="min-width:160px">Global</td><td style="min-width:160px">2026-08-03</td><td style="min-width:160px">extending delivery dates to late August and even September for certain configurations</td><td style="min-width:160px">memory chips</td><td style="min-width:160px">Samsung, SK Hynix, Micron</td></tr><tr><td style="min-width:40px">2</td><td style="min-width:280px">NVIDIA Considers Reducing HBM Capacity for Rubin Ultra GPU Due to Memory Shortage</td><td style="min-width:160px">Nvidia is considering significantly reducing the capacity of High Bandwidth Memory (HBM) used in its next-generation Graphics Processing Units (GPUs).</td><td style="min-width:160px"></td><td style="min-width:160px">2026-08-06</td><td style="min-width:160px">Equipping next-generation GPUs with 75–81% less DRAM memory capacity than originally planned</td><td style="min-width:160px">High Bandwidth Memory (HBM)</td><td style="min-width:160px">memory manufacturers such as Samsung Electronics and SK Hynix may struggle to produce enough HBM4E to meet the launch schedule for Rubin Ultra.</td></tr><tr><td style="min-width:40px">3</td><td style="min-width:280px">HP Sources CXMT DRAM Chips Amid Global Memory Shortage</td><td style="min-width:160px">Global computer makers HP, Asus and Acer have reportedly begun sourcing memory chips</td><td style="min-width:160px">non-U.S. markets (global)</td><td style="min-width:160px">2026-08-04</td><td style="min-width:160px">PC makers forced to diversify supply chain and turn to alternative suppliers (CXMT) to address memory shortages</td><td style="min-width:160px">DRAM chips</td><td style="min-width:160px">CXMT (ChangXin Memory Technologies)</td></tr><tr><td style="min-width:40px">4</td><td style="min-width:280px">Lumentum Faces Indium Phosphide Laser Chip Shortage Impacting Production in August 2026</td><td style="min-width:160px">Lumentum reported that shipments of its highest-power laser chips are materially lagging demand</td><td style="min-width:160px">Greensboro, North Carolina, United States</td><td style="min-width:160px">2026-08-02</td><td style="min-width:160px">AI laser demand exceeds supply by more than 30%, customer demand outpaces production capacity</td><td style="min-width:160px">indium phosphide (InP) laser chips</td><td style="min-width:160px">AXT, the InP substrate supplier that just signed a multi-year capacity reservation with Lumentum</td></tr><tr><td style="min-width:40px">5</td><td style="min-width:280px">Samsung Galaxy Z Fold 8 Production Delayed Due to Display Driver IC Shortage</td><td style="min-width:160px">Samsung's Galaxy Z Fold 8 broke every pre-order record the company had set in nearly a decade — and then ran directly into a wall</td><td style="min-width:160px"></td><td style="min-width:160px">2026-08-28</td><td style="min-width:160px">post-launch supply shortage with delivery estimates slipping to October</td><td style="min-width:160px">display driver IC</td><td style="min-width:160px">manufactured on UMC's 22nm process — and only on UMC's 22nm process.</td></tr><tr class="catchall-blurred"><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></tr><tr class="catchall-blurred"><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>