Fixed Income Analysis /
Germany

Sector Flash - Automobiles & Parts: Semiconductor shortage adds to lockdown risks

    Sven Kreitmair
    Sven Kreitmair

    Head of Credit Research

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    UniCredit
    19 January 2021
    Published byUniCredit
    • Several carmakers have been forced to delay production at some of their plants due to a shortage of semiconductors and several auto parts suppliers have reportedly also experienced bottlenecks.
    • With headlines on the topic of semiconductor shortages having increased recently, we provide a short summary, some estimates and our opinion.