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A bigger problem is that they may not be able to do the recall at any price. TSMC is backed up out the wazoo right now, and has cut off so many carmakers that
by KirillPanov 6y ago
A bigger problem is that they may not be able to do the recall at any price.
TSMC is backed up out the wazoo right now, and has cut off so many carmakers that just last week [0] Toyota and Ford have each had to halt an entire production line solely because they ran out of chips.
Automotive chips aren't commodity products anymore. They all have individually-unique cryptographic keys (laser-fused at the foundry) so they can authenticate each other and lock out tinkerers. The carmakers love this concept, but it just came back to bite them.
[0] https://apnews.com/article/coronavirus-pandemic-bb12adb6106019a618440d85fd91f77e https://apnews.com/article/coronavirus-pandemic-bb12adb61060...
- toomuchtodo 6y agoGood for Tesla I suppose, as they can point at TSMC as to why they can't perform the recall. If forced to do the recall, they'd be rate limited by TSMC's production capacity. The longer Tesla can extend and pretend, the less painful the expense to them of doing the recall.