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I worked at Tesla on the CapEx Team, so not chip fabrication but we definitely bought similar things since it is still industrial automation. We mainly sourced
by RhodoGSA 6y ago
I worked at Tesla on the CapEx Team, so not chip fabrication but we definitely bought similar things since it is still industrial automation. We mainly sourced from the country we were building in with an emphasis on vertical integration. We even designed our own chips and have them fabbed in the COO. People seem to act like only China makes things. America still makes things, it's just sometimes they are more expensive when you aren't looking at the project holistically.
For Tesla it was simple. Lower lead times means lower safety stock, better quality and usually US suppliers are willing to push payment terms out. So it was a better deal for Tesla. However, some companies use different metrics for their 'deals' and those companies tend to source from China.