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Most of us affected think it's very true. There are 60-70 million cars sold worldwide each year and many chips of different kinds in each. If you have some dee

• lvl100 5y ago
  What we are seeing is basically hoarding across the board and pandemic-induced manufacturing disruptions. And suppliers are going along with it because they make substantially more profit in this situation. This notion that car manufacturers are responsible for halting the entire world for chips is simply a narrative to hide what’s really happening. Even if car mfgs cut production due to pandemic miscalculations, that’s at best 5-10%. That alone is not enough to shut down factories. And we are more than one full cycle out of the pandemic. We are still talking about a supply chain that was state of the art. If you think they didn’t adjust (to some 10M unit miscalculation) by now, I don’t think you should be writing articles on this topic.
  • mendigou 5y ago
    Nothing new here. We are all stockpiling components because we have no idea what the market will look like in the coming months, and that is causing further market distortions. However, one of the largest triggers for this madness was the miscalculation by the car industry that had an effect on a large portion of chip factories. Even the comment linked in the parent acknowledges that it's not all about car manufacturing, it's the ensuing madness (that they caused in large part) that is making it worse. Your comment clashes directly with the reality of multiple car plants closing or slowing down considerably due to the shortage.