02-04-2021, 04:57 PM
ztirffritz wrote:
I wonder if/when Tesla will be impacted by this? They have their own chip designs and contract manufacturers, whereas GM, Ford and others are buying off-the-shelf components. It might be that Tesla is somewhat insulated from this shortage.
What's likely is, if it seriously impacts Tesla, they'll (very quickly) build a chip manufacturing plant of their own. They learned from SpaceX - if a subcontractor/supplier quotes an unacceptably long lead time, you can have a factory to build the part finished and operating faster than waiting for someone else to deliver the part... so don't wait!