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A global semiconductor chip shortage has been reported for a few months now, with dire warnings for EV makers.

NIO has shut down one of its factories for 5 days and is blaming the chip shortage.
https://www.cnbc.com/2021/03/26/chinese-ev-start-up-nio-shut...

Tesla bulls have been saying Tesla makes its own chips, therefore it will gain from the crisis.
I'm not sure I buy that story.

Keep this in mind as you watch the EV charts?

The chip shortage is blamed on
The highly specialized supply chain for chips has suffered from the impact of the coronavirus pandemic and trade tensions between China and the U.S.

For me, a more basic reason is the focus on "LEAN manufacturing", just-in-time-inventory management, etc.
Every process is being stripped down to maximize profits and margins. Covid merely exposed a (major?) weakness of that stripped down business model.

😷
ralph
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