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Honda Extends Production Suspension in China Amid Semiconductor Shortage Driven by AI Demand

SEMICONDUCTORDATA AND AI INFRASTRUCTURE

Honda Motor has extended a production suspension at three plants in China for an additional two weeks, now set to resume on January 19, due to semiconductor shortages caused by suppliers prioritizing AI data center demands. This disruption reflects broader challenges in the automotive industry, as manufacturers face ongoing difficulties accessing mature-node chips, which could have long-term implications for production. The Society of Motor Manufacturers and Traders has highlighted the need for improved supply chain collaboration as the demand imbalance between automotive and AI sectors is expected to continue.

Honda Extends Production Suspension in China Amid Semiconductor Shortage Driven by AI Demand
Feb 4, 2026, 6:12 AM

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