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: