Well, dammit…

This sucks for most of us still waiting on our trucks, but especially for those of us whose truck hasn’t even been scheduled for build yet.
https://www.reuters.com/business/au...8-its-factories-due-chip-shortage-2022-02-05/

 

[Blueknight]

Thanks Biden

 

[Jstonk]

Thanks Biden

You mean Brandon right

 

[Escape Hatch]

Oh lawd, this Scamdemic is getting out of control.

 

[TJE]

Yeah frustrating for sure. What I'm more frustrated with is it sure seems like they are still accepting orders, orders they know they can't fill anytime soon. I can't imagine the backlog of ordered vehicles by the time they do (if they do) catch up. We might all be getting 2023's at this rate.

 

[MarkAS]

Don't see how this changes anything beyond the delays we already know from chips. These vehicles end up sitting in massive lots anyways; reducing production doesn't make those sitting on the lot move any faster.

 

[Lazarus11]

Why do I have a feeling that F150 ICE truck production will be effected by Fords desire to get the F150 Lightning on the road. Ford underestimated the demand for the Lightning. I would bet Lightning production will get chip priority. Ford is betting that F150 ICE customers will be patient since they do not really have much of a choice. I am not 6/7 month or MY23 patient.

 

[Escape Hatch]

What I haven't understood yet is why other players on the market have not aligned to producing microchips. The demand is there and money is to be had. If I had the capital and the approximate partners I would be all in.

 

[MarkAS]

What I haven't understood yet is why other players on the market have not agitated to producing microchips. The demand is there ask money is to be had. If I had the capital and the approximate partners I would be all in.

It takes years to set up. Intel is aiming to build in Ohio, but that'll take quite a while.

 

[Fozzy]

Last year TSMC started building a 12 billion dollar manufacturing facility in Arizona. They plan on getting up and running by 2024. They want a piece of the 54 billion subsidies . Intel and Samsung want some to but TSMC has kicked their butts all over the globe. Maybe my 2025 order will be on time.