Ford Dropped a Bombshell on Chips. GlobalFoundries Stock Is Taking Off.

[byronmaysko]

I'm curious—has anyone noticed any difference in availability or pricing of parts since Ford's chip deal?

With how unpredictable the supply chain has been, I wonder if this move had any real impact yet or if we're still seeing delays.

Would love to hear if anyone has recent experiences with ordering parts or new vehicles.

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[rufanyia]

The connection Ford is building here highlights how crucial silicon wafer processing is in ensuring a steady supply of chips for vehicles. It’s smart to invest directly in tech to avoid delays caused by shortages.

 

[TJC]

Hi Phil,

I'm doing much better (still a little tired) thanks for asking! I wish the days of making everything in house would come back as it seems you can regulate your QC much better. Take the Bronco hardtop for example. It's been a disaster from the start and now even the second batch has the same issues. Yes Ford sent their people over to Webasto to take over the operations but there's nothing like having it in your own house. You have more eyes on the operations that way and others can help out as they're close by.

I just hope everyone learned a valuable lesson these past couple years about not relying on other countries (especially ones who hate us) and not put all their eggs in one basket so to speak.

When I worked at IBM PC Company we outsourced our power supplies, and told the supplier they had to deliver at a minimum of 97% efficiency to hold the contract. We started noticing that 3 out of each 100 power supplies were defective. Turns out the supplier was simply maximizing profit by intentionally including defective units in the shipments. We modified the contract to 100% and it stopped.

Best to keep manufacturing in house. Be as vertical as possible. It is your name going on the product, not the supplier.

 

[shovelhd]

True, but starting a chip foundry is major big bucks with minimal return.

 

[Cmar]

Another reason that I'm happy I have a Ford in the driveway. We need to build more things at home and stop funding foreign governments that don't have our interests in mind. I'd like to see us do something like Germany does and decentralize manufacturing - make small towns across the US specialize in building certain things. This was actually a Ford idea once: Henry Ford: Village Industries - The Henry Ford

Er I wouldn't be too sure of that, you do realise that Global Foundries is ~ 80% owned by Mubadala Investment Company which is in turn owned by the Abu Dhabi government. It all dates back to when they bailed out AMD back in 2007.
I agree about the decentralization though, that is the way that the Chinese work, also and to some extent was also how we worked over here for many years.

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