This impacts not only auto manufacturers, but light and heavy manufacturing, which also rely heavily on a variety of chips to drive related equipment. Think harvesting machines or steel fabricators...
In the top ten of idiot moves by Zero, gifting chip technology and incentivizing moves of chip manufacturers to China is one of the worst.
I posted an article here to FR a while back stating that the farm harvester makers had stopped shipments all-together.
Here, found it: