Semiconductor and Component Shortages Monitor
94
July 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.
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<table class="catchall-table"><thead><tr><th style="min-width:40px">#</th><th style="min-width:280px">Event</th><th style="min-width:160px">Location</th><th style="min-width:160px">Event Date</th><th style="min-width:160px">Component Type</th><th style="min-width:160px">Shortage Impact</th><th style="min-width:160px">Affected Company</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">TSMC and Winbond Collaborate to Address DRAM and HBM Shortage in Taiwan</td><td style="min-width:160px">Taiwan</td><td style="min-width:160px">2026-07-06</td><td style="min-width:160px">DRAM and High Bandwidth Memory (HBM) chips</td><td style="min-width:160px">supply bottleneck in DRAM and HBM chips for AI applications</td><td style="min-width:160px">TSMC just announced a collaboration with Taichung headquartered Winbond to supply DRAM chips and other HBM memory chips for A.I. applications to address the supply bottleneck.</td><td style="min-width:160px">Winbond is expected to provide DRAM wafers utilizing its proprietary CUBE (Customized Ultra-Bandwidth Elements) architecture.</td></tr><tr><td style="min-width:40px">2</td><td style="min-width:280px">Tesla builds Austin factory to ease chip supply pressure</td><td style="min-width:160px">Austin</td><td style="min-width:160px">2026-07-20</td><td style="min-width:160px">automotive chips</td><td style="min-width:160px">production pressure brought about by fluctuations in the supply of automotive chips</td><td style="min-width:160px">Tesla</td><td style="min-width:160px">Korea Semiconductor</td></tr><tr><td style="min-width:40px">3</td><td style="min-width:280px">US invests in BAE Systems to restore radiation-hardened microcircuit production</td><td style="min-width:160px">US</td><td style="min-width:160px">2026-07-11</td><td style="min-width:160px">radiation-resistant microcircuits (RHM)</td><td style="min-width:160px">restore production</td><td style="min-width:160px">BAE Systems</td><td style="min-width:160px">foreign suppliers</td></tr><tr><td style="min-width:40px">4</td><td style="min-width:280px">EU allows Ukraine to purchase Chinese drone components</td><td style="min-width:160px">Ukraine</td><td style="min-width:160px">2026-07-15</td><td style="min-width:160px">electronic components, optical systems, sensors, power cells, electric motors, cameras, communication systems, flight controllers, batteries, electronic circuits</td><td style="min-width:160px">inability to secure components in a timely manner and sufficient quantities, affecting large-scale drone production</td><td style="min-width:160px">Ukrainian drone manufacturers</td><td style="min-width:160px">Chinese</td></tr><tr><td style="min-width:40px">5</td><td style="min-width:280px">Silicon Carbide Shortage Extends Delivery Times for Power Semiconductor Giant</td><td style="min-width:160px">Taiwan</td><td style="min-width:160px">2026-07-26</td><td style="min-width:160px">Silicon carbide (SiC)</td><td style="min-width:160px">delivery period of some products has even been extended to more than 30 to 40 weeks</td><td style="min-width:160px">global power semi-lead giant Lingling</td><td style="min-width:160px">Yingying Lingzhi</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>