Chip shortage. Are we confident that Tesla is OK?
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Chip shortage. Are we confident that Tesla is OK?
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Short interest update for TSLA...Short interest for TSLA updated through Jan 15:
01/15/2021 56,367,815
12/31/2020 60,620,873
12/15/2020 45,227,476
11/30/2020 46,499,466
Edit to add: That's $47.8B, which is a lot to be short. These days.
AMD is geared to make like 10 million+ this quarter. I think they can spare 20k..lol.That could be a major downside to Tesla choosing to include a PS5-level gaming rig in the car. i'd hate to see that component become a production bottleneck.
No, that one is programmed to be sent to those who write too many OT posts.Definitely OT, but do we all have the same adds running at the bottom of the page? Becoming a supporting member (and hopefully getting rid of them). When ever I see this one with the crazy looking chick holding a razor, I get scared and pee a little....
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Tesla wrote in capacity numbers for a reason. They would have guided for less if there was a problem.
Chip shortage. Are we confident that Tesla is OK?
The chip shortage is real and pretty severe. Microchip, which makes a huge number of random parts used in all sorts of things, put out a letter explaining the situation to their customers a few days ago. They say the shortage could continue into 2022. You can details read here:
Heck, given how fast the two GFs are going up, maybe they should just spin up a chip factory also. /sOn the earnings call, Zach specifically mentioned chip supplies could be an issue for Tesla in 2021.
Hoping for the best but I definitely wouldn't rule it out.
The reason there is chip shortage is due to them being diverted into the vaccines.... duhhhhThe reason why the other car manus have chip shortages is because they cut back their orders last year. Now that they're spooling back up, the chip manus are prioritizing the earlier orders...
from companies like Tesla who kept up their orders all year because they never had a shortage of demand. Personally I don't think it'll be as large a problem for Tesla. But I guess it's possible they could get screwed for some miscellaneous part common to most cars.
Heck, given how fast the two GFs are going up, maybe they should just spin up a chip factory also. /s
On the earnings call, Zach specifically mentioned chip supplies could be an issue for Tesla in 2021.
Hoping for the best but I definitely wouldn't rule it out.
Production in Shanghai seems to be going well, and a few Tesla car carriers are headed for Europe.
They could be shipping cars with some chips missing, with a plan to add them later, but that is unlikely,
Why is Tesla different?
They might not have lowered their chip order amounts when COVID-19 hit, if chip markers had firm orders, then they would probably deliver.
Many other car makers anticipated a drop in production, and scaled back chip orders.