Tesla designs mostly FSD related chips. They buy tons of other of the shelf chips like any other manufacturer. They have stopped S/X lines, their highest profi

Tesla designs mostly FSD related chips. They buy tons of other of the shelf chips like any other manufacturer. They have stopped S/X lines, their highest profit margins models by far, for refresh. But that’s been already delayed by many months, and it’s not expected to start production anytime soon. Their metal moving volume sellers got couple of price increases in a short time. One thing we know is that we cannot trust Tesla not lie about their production issues. During model 3 ramp up they were repeating how great they’re doing. And recently Musk acknowledged that it was such a chaos, that they were few weeks away from bankruptcy. While Tesla doesn’t admit they are affected by chip shortage, if it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck.