Morgan Stanley says the semiconductor chip shortage for the auto industry is nearly over

MS say that Malaysian semiconductor fabrication plants are back to 100%.

And that therefore the “auto chip shortage is now in the rear-view mirror

  • The chip shortage should be over. 
  • Along with the Malaysian chip output increase in October, car production and cloud data centre server shipments should both improve. “

I hope they are correct. I’d like to hear it from auto producers too though. Toyota, at least, is upbeat though:

Toyota plant in Aichi, Japan:

MS say that Malaysian semiconductor fabrication plants are back to 100%.

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