Automotive supply chains face unprecedented disruption from geopolitical challenges, shifting sourcing strategies, capacity issues, and rapidly evolving technology demands. To navigate this environment and meet production goals, OEMs and suppliers need clarity on competitor strategies, component demand trajectories, sourcing patterns, and capacity constraints.  

S&P Global Mobility delivers validated data, competitive intelligence, and forecasting insights across critical vehicle domains to build supply chain resilience. Our insights help you anticipate disruptions, assess supplier capacity, identify sourcing opportunities, and future-proof your strategy.

Learn more about our Automotive Component Forecasts and Analysis.  

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Supply Chain Resilience Market News and Analysis

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Supply Chain Resilience
December 29, 2025

DRAM makers prioritize AI data center demand, sparking automotive semiconductor shortage

Understand the short, medium and long-term impacts of the upcoming DRAM shortage, plus what automakers need to do to build a more resilient supply chain. 

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