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They've been claiming microchip shortage for the last two years. Didn't sound like a stockpile. Ford and Tesla both had production slowdowns or product regressi
by bdamm 4y ago
They've been claiming microchip shortage for the last two years. Didn't sound like a stockpile. Ford and Tesla both had production slowdowns or product regressions specifically due to difficulties getting certain chips, and surely others. What's your source?
- rnk 4y agoThis article seems pretty questionable because they combined very different situations together. There's no doubt that car companies have big backlogs from shortages of parts needed for final assembly of vehicles, in large part needing semiconductors. Tesla has mentioned this, rivian is another but legacy auto also sees this. But the article conflates possible oversupply in different market segments like cloud, GPUs seem to be in oversupply too says Nvidia even though that won't help car makers. It's just a terrible article.