Semiconductor and Component Shortages Monitor
410
June 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.
8356
<table class="catchall-table"><thead><tr><th style="min-width:40px">#</th><th style="min-width:280px">Event</th><th style="min-width:160px">Component Type</th><th style="min-width:160px">Shortage Cause</th><th style="min-width:160px">Affected Company</th><th style="min-width:160px">Location</th><th style="min-width:160px">Production Impact</th><th style="min-width:160px">Event Date</th><th style="min-width:160px">Supplier Company</th><th style="min-width:160px">Affected Products</th></tr></thead><tbody><tr><td style="min-width:40px">1</td><td style="min-width:280px">Global Transformer Shortage Affects Chinese Production</td><td style="min-width:160px">Transformers</td><td style="min-width:160px">Increased demand from new energy industry, computing power centers, and replacement of old overseas equipment; long lead time to build production capacity and train skilled workers.</td><td style="min-width:160px">Jiangsu Huapeng Transformer Co., Ltd.</td><td style="min-width:160px">Jiangsu, China</td><td style="min-width:160px">Difficult for the transformer industry to form actual supply in the short term even if it has plans to expand production, leading to a hot commodity in short supply.</td><td style="min-width:160px">2026-06-03</td><td style="min-width:160px">null</td><td style="min-width:160px">Transformers</td></tr><tr><td style="min-width:40px">2</td><td style="min-width:280px">India EV Production Strained by Component Shortages</td><td style="min-width:160px">specialized electronics</td><td style="min-width:160px">dependency on imported battery cells, specialized electronics, and rare-earth magnets; Tier-2 and Tier-3 supplier network struggling to scale production</td><td style="min-width:160px">Tata Motors</td><td style="min-width:160px">India</td><td style="min-width:160px">forced to throttle dispatches to prevent the release of sub-par units, effectively locking in multi-month waiting periods</td><td style="min-width:160px">2026-06-08</td><td style="min-width:160px">null</td><td style="min-width:160px">Electric Vehicles</td></tr><tr><td style="min-width:40px">3</td><td style="min-width:280px">China's Export Controls on Anshi Chips Impact European Auto Production</td><td style="min-width:160px">automotive-grade power semiconductors</td><td style="min-width:160px">China's Ministry of Commerce suspended overseas exports of Anshi China's finished chips and core components in retaliation for Dutch government intervention.</td><td style="min-width:160px">On October 21, 2025, Volkswagen suspended the production lines of two main models, the Golf and Tiguan.</td><td style="min-width:160px">Europe, Mexico, Canada</td><td style="min-width:160px">Production lines suspended for main models; Honda's Mexican factory stopped production, Canadian production reduced by 50%.</td><td style="min-width:160px">2026-06-02</td><td style="min-width:160px">suspending the overseas exports of all finished chips and core components of Anshi China's subsidiaries, precisely pinching the lifeline of the entire industrial chain.</td><td style="min-width:160px">Automotive models from Volkswagen, BMW, Mercedes-Benz, and Honda</td></tr><tr><td style="min-width:40px">4</td><td style="min-width:280px">US-Iran Tensions Delay EVM Supply for Bihar Elections</td><td style="min-width:160px">chips</td><td style="min-width:160px">US-Iran tensions and war-like conditions, delays in arrival of chips from overseas</td><td style="min-width:160px">ECIL (ECIL)</td><td style="min-width:160px">Hyderabad</td><td style="min-width:160px">Machine supplies to EC delayed by 1 month; Delay in supply of new EVMs will delay training program</td><td style="min-width:160px">2026-06-01</td><td style="min-width:160px">abroad</td><td style="min-width:160px">new multi-post S-3 EVM machines</td></tr><tr><td style="min-width:40px">5</td><td style="min-width:280px">AI Demand Strains Semiconductor Supply and Production Capacity</td><td style="min-width:160px">semiconductors and high-tech components</td><td style="min-width:160px">domestic production capacity is insufficient to meet demand for AI equipment</td><td style="min-width:160px">null</td><td style="min-width:160px">U.S.</td><td style="min-width:160px">domestic production capacity is insufficient to meet demand for AI equipment</td><td style="min-width:160px">2026-06-26</td><td style="min-width:160px">null</td><td style="min-width:160px">AI equipment</td></tr><tr class="catchall-blurred"><td>████████████</td><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><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><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>