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U.S. Automakers to Extend Production Shutdown At Ford’s crosstown rival, General Motors, the semiconductor shortage has had similar effects. Production at three plants has been adjusted, including Fairfax Assembly in Kansas City, CAMI Assembly in Ingersoll, Ontario, and San Luis Potosí Assembly in Mexico. These three plants are responsible for the Cadillac XT4 , the Chevrolet Malibu and Equinox , and the GMC Terrain . Two other plants, Ramos Arizpe Assembly in Mexico and Wentzville Assembly in Missouri, are building partially assembled vehicles; once the needed microchips are again available, those vehicles will be finished. These plants are responsible for the Chevrolet Colorado and Blazer as well as full-size Chevy and GMC vans. Because automakers are prioritizing their high-inventory vehicles, the shortage hasn't yet been reflected in the selection of vehicles reaching dealer lots. Nonetheless, this could change, and buyers could end up not being able to find the cars that they want, Kristin Dziczek, VP of research at the Center for Automotive Research, told Car and Driver in January. In North America, Stellantis—now the owner of FCA and Peugeot—has seen a number of plants adjust production including Toluca Car Assembly in Mexico, Brampton Assembly in Ontario, Belvidere Assembly in Illinois, and Windsor Assembly in Ontario. These four plants are responsible for the Dodge Journey , Charger , and Challenger , the Jeep Compass and Cherokee , and the Chrysler 300 , Pacifica , and Voyager . Toyota's find more information Motor Manufacturing Texas plant in San Antonio Texas, where the Tacoma and the Tundra are assembled, has seen production disrupted as a result of the shortage. Toyota says that the Tundra is primarily affected. Volkswagen has adjusted production at its Puebla plant in Mexico, where the Jetta , Taos , and Tiguan are built; only the Jetta has been affected. Honda has seen production adjustments across the country, including two plants in Ohio, the East Liberty Auto Plant and Marysville Auto Plant, and also Honda Manufacturing of Alabama, Honda Manufacturing of Indiana, and Honda of Canada Manufacturing in Ontario. The cars which will have production cut, according to Bloomberg , include the Honda Accord , Civic , Insight , and Odyssey , as well as the Acura RDX . Subaru has adjusted production at its Subaru of Indiana Automotive plant where the Ascent , Legacy , Outback , and Impreza are assembled. Nissan's Canton Vehicle Assembly Plant in Mississippi has also seen production cut; only the truck line, where the Frontier and Titan are assembled, has had production adjusted. The scope of the shutdowns is now coming into view, but its full impacts may not be seen until the second half of this year. IHS Markit projects that microchip supply will meet the demand of automakers by the third quarter of 2021. Before then, however, the research firm projects that one million fewer vehicles will be built in the first quarter of this year. In total, research firm AlixPartners projects that the shortage will cost automakers $61 billion globally, according to Bloomberg .

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