Chip shortage forces Ford, Toyota, Nissan, FCA to cut vehicle production

[Trigganometry]

Bet you can’t eat just one…

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[DeathRanger]

Bet you can’t eat just one…

Now we need Lays to start making computer chips like this

 

[AzScorpion]

Some more bad news for the chip shortages.

https://worldnewsera.com/news/finan...urge-poses-latest-blow-to-global-chip-supply/

South-east Asia’s crucial technology supply chain has been hit by record levels of Covid-19 infections, a development that could exacerbate a global shortage of chips.

Malaysia and Vietnam, economies that play critical roles in producing electronics as well as packaging and testing components that go in everything from vehicles to smartphones, are facing their worst outbreaks since the pandemic began.

The situation threatens to further squeeze the global technology supply chain, particularly for products that require semiconductors. The chip sector has been slammed by the confluence of a worldwide shortage and surging demand as lockdowns restrict people to their homes.

South-east Asia is a significant player in terms of its role in making passive components, which include the resistors and capacitors used in smartphones and other products, said Gokul Hariharan, co-head of Asia technology, media and telecoms research at JPMorgan. About 15 per cent to 20 per cent of global passive components are made in the region, according to the bank.

“It hasn’t reached a stage where it is a showstopper but it is something to monitor because it has progressively gotten worse,” said Hariharan.

More than 50 international chip vendors operate fabrication plants in Malaysia, which is also home to many semiconductor packaging and testing facilities. The country recently imposed its fourth lockdown as it reported consecutive daily records of coronavirus cases.

 

[AzScorpion]

At least they're not totally shut down....yet.

Although most of Malaysia’s main peninsula is under strict lockdown, a large number of semiconductor-related companies have received exemptions that allow them to operate at 60 per cent staff capacity.

Passive component makers Epson, NDK and Yageo have all received such approval, as has Advanced Semiconductor Engineering, the world’s largest chip testing and packaging company, according to analysts.

“This [approval] happened much faster than in late March last year,” said Forrest Chen, an analyst at Trendforce, a Taiwan-based electronics research group.

“Taiyo is able to retain an 80 to 85 per cent capacity utilisation under the 60 per cent operation rate,” Chen added. Orders were also being redirected to other Japanese capacitor makers such as Murata and Kyocera and TDK for automotive components.

But even highly automated parts of the semiconductor industry could suffer weeks-long delays to shipment schedules because of lockdowns, Chen said.

 

[AzScorpion]

Every day there's another article contradicting what was said the day before. So todays says that Ford is managing the chip shortage better. ?‍

https://thebusinessnewsindia.com/ford-is-managing-the-chip-shortage-better-its-stock-should-gain/

Things look as if they are improving. In August, Ford’s dealer inventories rose by 50,000 units, hitting about 191,000 vehicles. That’s still below normal. Low dealer inventories have been a problem for auto makers—because of the chip shortage—all year. Still, August vehicle production hit about 93% of planned production, reaching its highest monthly production total since July 2020.

Ford’s recovery is doubly good for Ford stock in two ways. Higher production helps is great. But Ford will make more trucks, which are its most-profitable product. Ward estimates that trucks account for 85% of Ford’s pretax profit in North America. “If the impact from the chip shortage can be contained, [Ford] North American operations should report record financial results,” he wrote

 

[Msfitoy]

Every day there's another article contradicting what was said the day before. So todays says that Ford is managing the chip shortage better. ?‍

https://thebusinessnewsindia.com/ford-is-managing-the-chip-shortage-better-its-stock-should-gain/

I think Frito Lay is still in Detroit...can't they help?

 

[AzScorpion]

I think Frito Lay is still in Detroit...can't they help?

Si Senior. lol

 

[D Fresh]

Every day there's another article contradicting what was said the day before.

Unfortunately that's been the case for most things the last year or so.

Information warfare seems to be becoming a thing.

 

[OrangeStreak]

Unfortunately that's been the case for most things the last year or so.

Information warfare seems to be becoming a thing.

Very true.

 

[Megawatt]

Every day there's another article contradicting what was said the day before. So todays says that Ford is managing the chip shortage better. ?‍

https://thebusinessnewsindia.com/ford-is-managing-the-chip-shortage-better-its-stock-should-gain/

I dunno. That article said “Still, August vehicle production hit about 93% of planned production, reaching its highest monthly production total since July 2020”

But production doesn’t equal delivery. I think they are spinning things. There are 8000 new Broncos on the dirt lot. They have been produced but can’t be sold because of waiting on roofs/chip issues. So Ford could say they produced vehicles but customers are not taking Bronco deliveries.

And if it really is the highest monthly production total since July 2020 then most dealership lots would not be empty.

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