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For the chip shortage, I thought it was related to water supply? But that the water shortage is passed, and now it's a matter of catching up. But that's just

• Symmetry 5y ago
  There was a worry that TSMC would have to reduce production because of a drought on Taiwan but that ended up not having any effect on production at all. For consumer electronics of the sort that TSMC makes the supply crunch has that a lot of people have been cooped up inside without any vacations to spend money on and demand for GPUs, etc, is way up. For automotive chips, though, the problem is that there was a fire at the Renesas plant in Japan cutting into supply of those sorts of chips. And there were some mis-estimates of what demand would look like.
• asdff 5y ago
  If its backlogged so much why can't they just cancel orders and refund customers? It seems like it might be worth the hit to just start from scratch and let new orders come in rather than be in this legendary bind trying to fight through the mess. Seems like this sort of thing would even be insured.
  • s5300 5y ago
    Any customer has been and is able to get a refund if they want. From reports of those have done so, money is returned within a week. I can't imagine why anyone would expect Tesla to preemptively force refunds to all. I'm sure the first 10 or so pre-orders would be pissed to lose their serial number spot for no reason.