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Parts shortage piles pressure on Chinese carmakers racing to boost intelligence

Smart vehicle makers scramble for key parts PCBs and MLCCs as AI demand soaks up supply, leaving margins under siege.

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scmp.comStai leggendo8 g fa

Smart vehicle makers scramble for key parts PCBs and MLCCs as AI demand soaks up supply, leaving margins under siege.

Chinese carmakers say circuit boards and capacitors are 20-30% short and have more than tripled in price, as AI data centres absorb the supply.