Yes, and that's the 22-28nm capex (for the Kumamoto fab), because that's what TSMC considers "mature".
It's not more cars, it's more electronics in the cars. I don't think the worldwide # of cars is going up except maybe in China and India --- USA car sales are pretty much level over the last 40 years with some fluctuations (between 12.5 million and 17.5 million vehicles per month) dependent on the economy, and a short sharp dip in early 2020 with COVID --- see
https://fred.stlouisfed.org/series/TOTALSA from the St. Louis Federal Reserve.
And honestly this was a disaster waiting to happen, with 200mm capacity getting more and more heavily utilized and automotive electronics growing by around 10-12% on average per year since around 2011. (see IC Insights bulletins, although Bill McClean has taken all that information off his site since he retired and sold the works to TechInsights. :-( ) Presumably 300mm capacity in 40nm and larger nodes has had similar increases in utilization but nobody breaks down those numbers beyond TSMC's/UMC's revenue-by-node disclosures in their quarterly reports.
At the risk of exposing my own flaws: I have written
an article on the state of the automotive chip shortage which is what I have been able to gather about the situation from various published documents. You probably have a LOT more intuition than I do w/r/t the foundries, not to mention the scuttlebutt from customers; I have no idea who to talk to who would be willing/able to shed more light on the situation. I wish TSMC were more forthcoming about the 40-90nm range; there are a lot of MCU makers that depend on TSMC. I guess one of my conclusions is that there are some very unintuitive phenomena going on in the last few years.
