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Auto industry warns of second chip crunch as AI boom shifts capacity

The auto industry faces warnings of a new semiconductor supply squeeze as demand from AI data centres and the robot sector grows. The concern is not driven by companies stockpiling high-end GPUs, but by production capacity, engineering talent and investment shifting to data centre chips. Nexperia and STMicroelectronics executives said bottlenecks are appearing across auto supply chains. German parts maker Aumovio warned chip costs are rising and could surge next year.