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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.

Tesla designed its own chip but I doubt they make it themselves. Some merchant chipmaker must be doing it. Still, Tesla might have the advantage over other car makers who are using commodity chips.

Another issue, NIO might be using chips made in Red China while Tesla might be getting theirs from other countries. The supply chains can be quite complex.

Why is there a silicon chip shortage? 3 factors are to blame

Denny Schlesinger
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