On one hand, Toyota buys so many chips that their supplier will probably prioritize their orders. On the other hand, Tesla is tiny compared to Toyota but is pr

On one hand, Toyota buys so many chips that their supplier will probably prioritize their orders. On the other hand, Tesla is tiny compared to Toyota but is probably more flexible and can adapt faster, e.g by using alt chips with new firmware and by using fewer chips per vehicles (to be proven, but we know Model Y has half the number of ECUs of Mach E / ID.4 for instance). Also, without dealers, Tesla could better manage their build-to-order system and pricing (to push customers towards high margin vehicles and forgo volume growth while the shortage continues)