Chris68
2021-05-27

Hope that Tesla, NIO, Xpeng and Li Auto could build up the chips inventory soon to avoid production disruptions. If you follow the chips shortage news, this is real as chip makers in Taiwan plant due to shortage of water, Texas plant power due to failure in winter storm and Japanese plant due to fire. 

While another indirect shortage due to trade war between US and China, most companies had double up the stock level since 2018 in China like Huawei while a chip plant will take at least 2 years to build and commission for production. furthermore, all chips are making uniquely for their desired functions. 

We will only see the chips supply chain improve in 2 years times. So, who have the chips to produce their products are king for now!

Nevertheless, in 2 years times, the chips will be over supplied as US led by Biden Administrations to request Quanccom, Samsung and TSMC to build new chips plants in the USA, and China also licensed more new chips plant to be built. So, who will be the winner at the end? 

Tesla set to pay for chips in advance to overcome shortage - FT
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Comments

  • Sephy
    2021-06-02
    Sephy
    Tesla already resolved their chips issue, do your research before anyhow say
    • Chris68: 
      Good news: Japan chip plant will be Back to full production capacity by mid-June. EV will continue to surge on 2H.
    • telurbenedicReplyChris68: 
      main reason for price increase is increase in raw materials price
    • Chris68: 
      Tesla raised Model 3 prices $2500 as the chip shortage drags on — Quartz
      https://qz.com/2015374/tesla-raised-model-3-prices-2500-as-the-chip-shortage-drags-on/
    • Chris68: 
      Elon Musk warns of rising Tesla prices as global chip shortage bites https://www.telegraph.co.uk/technology/2021/06/01/elon-musk-warns-rising-tesla-prices-global-chip-shortage-bites/
  • Shenlf
    2021-06-04
    Shenlf
    Building chips plants? Manufacturing? China always wins.
    • Chris68: 
      Yesterday, TSMC starts construction of $12bn Arizona chip plant. Hope that we will win when EV shares price are Up!
  • LeeSJ
    2021-06-08
    LeeSJ
    We will see how NIO will solve this issue
  • nctony
    2021-06-07
    nctony
    now days China will not sit and wait,they will find a ways to soft it. [得意]
  • Chris68
    2021-06-08
    Chris68
    Good news! Japan's Renesas sees fire-damaged chip plant back to full capacity by mid-June | Reuters
  • Tomji
    2021-06-04
    Tomji
    Thank you for pointing out that in about 18 months we should really tHink Of exiting chip indusTry
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